How to create a Repetitive Charge

How to create a Repetitive Charge

This function is used to set up various repetitive charges against the Property (owner) or Tenant.

For setting up Inspections, see Creating an Inspection Charge below. Repetitive charges are for things like Fixed Management Fees and Fixed Administration Fees.

These fees can be set to repeat each month - or whichever frequency you chose. Once set up, they can be set as repetitive so they are available for charging at your chosen frequency.

Below is an example of a Repetitive Charge on a Property. The same process can be applied to a Tenant.

  • Go to the Property or Tenant Diary.
  • Click on Charge +

Charges (1).png

  • Description: Write a comment in the text box. I.e., what type of fee for what
  • Group: Click on the drop-down and select the relevant group (if necessary)
  • Start Date: The date you want the first charge to start
  • Frequency: Enter the repetitive period
  • Charge: Enter the amount that you are charging (exclusive of GST)
  • Ledger Account: (select which Ledger you want the money to go to)
  • Primary user: Click on your name unless this item is created for another user
  • Include in portal: If the Client Portal is being used
  • Include print: If you want this entry to print out on a Diary report

  • Click on Save & close

Charges (2).png

The Charge will appear on your dashboard on the day it is due - It will also show up if it's overdue. You can then process these charges and it will then roll over to the next date.

Creating an Inspection Charge

One of the methods is to go to the Export List to create the inspection charge. Go to Property > Property inspections.

  • Locate the property on the list and click Create
  • Some items will populate automatically such as the DescriptionStart date, etc. Here you change the Start date to the date of the inspection, Repetitive period, Frequency and other items.
  • Click on Save & close when you are done. The screen will refresh and the property will appear in the next inspection date order.

If you cannot find the property in this list it could mean it is assigned to another agent and you do not have the correct permissions and authorities set to see other agent's properties. In the Export List click on the Property manager drop-down to scroll through the listed options. If this still does not reveal the property, go to the property's diary to create the inspection charge by using the steps at the start of the article.

Reaching out to our support team:

When creating a support request please ensure you have placed as much information as possible to help the support agent to investigate your query. I.e., full contact details, contact number, company name and items regarding the issue you are experiencing. I.e., tenant/owner/supplier/property name, a copy of a report (if possible).

If you require additional assistance, click here to submit a support request or click on the pink/white Help button from within Palace.

 

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