One off Landlord Invoice

One off Landlord Invoice

One Off Landlord Invoice

 

 

- Go to the 'Landlord' module and click on 'Landlord Invoice'. 

- This will bring up the 'Post Transaction' window.

- Click on the little grey box to the right of the 'Landlord' box to bring up the contact list.

- From this window choose the Landlord from the list by left clicking the line to highlight it in blue and click 'Select Contact' from the top left.

- This should preselect the correct address, however be sure to check that the right one is selected.

- Fill in the following:

 

> The date for the transaction (today's date will be preselected). 

> The type of transaction, this should be set to 'Invoice'.

> Either 'Deducting from Rent' (this will deduct from the Landlord statement) or 'Charged Direct to Landlord' (this will charge the Landlord directly). 

> The Nominal code, this should be in the '4000' range.

> The 'Description', this should be a description of what you are charging them for.

 

- If the Landlord requires an invoice, tick 'Requires Invoice'.

- Finally you will be asked 'Are you sure you want to post this transaction into Sage', click 'Yes'.

 

 

For More Information Please See The Attached Document


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