One Off Tenant Invoice

One Off Tenant Invoice

One Off Tenant Invoice

 

- Click on the 'Tenancy' module (Top bar from the main screen)

- Then click 'Tenant Invoice' and the 'Post Transaction' window will appear.

- Select the contact that the invoice is for by clicking the grey box to the right of the 'Contact' section.

- Add the date

- Select the type, either 'Invoice' or 'Credit' and between 'Agent', 'Landlord' and 'Office'.

- Select the 'Nominal'.

- Tick the box to the right of 'Invoice Text' if the tenant requires an invoice.

- Click 'Post' in the top left of the window.

- You will be asked if you would like to post your transaction into Sage click 'Yes'. 

 

 

 

 

For More Information Please See Attached Document


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