How do I create a one off landlord invoice or credit note.

How do I create a one off landlord invoice or credit note.

From the landlord module click on Landlord Invoice on the landlord menu and the landlord invoice form will appear. 
You can use this form for two reasons.

A. To charge a landlord for something and the charge will appear as a deduction on a statement, or
B. To charge a landlord for something that the landlord pays for from his/her own money.

You can also use this form to create a credit note for something that is either

A. Paid back to the landlord, and the credit appears on the statement, or
B. Paid by the agent directly back to the landlord. This payment does not appear on a statement.

Select the landlord from the landlord list then select the property to which the transaction relates
from the property list. Enter the date and select the transaction type ( invoice of credit ).

On the right is an option to deduct the charge from the rent. If this option is selected the transaction ( debit or credit ) will appear on a landlords statement. The alternative option – Direct to Landlord will just create an invoice or credit note in Sage independent of a statement. Select the nominal ledger record to which the transaction relates. 

Enter a description and the amount and set the VAT code ( 1 if VAT is to be added to the transaction otherwise set it to 9 ).

If you want to create an invoice or credit note in Sage that can be printed out tick the option
Invoice Required, and add the invoice text in the box below. When ready select post, top left,  
the invoice or credit into Sage.  

If the transaction relates to a landlord statement, it will appear on the next statement produced.

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