When an expense invoice is raised against an account code linked to a direct on-charge rule for a property, Re-Leased automatically offers to generate on-charge invoices for tenants. You can also on-charge manually by selecting the tenancy on the invoice.
Creating the Expense Invoice
Navigate to Income & Expenses and click New Expense Invoice.
Fill in the invoice details. If the selected account is linked to a direct on-charge rule for the property, an on-charge option appears automatically.
If there is no account linked to an on-charge rule, select the tenancy in the Related Tenancy field and tick On-Charge to Tenancy.
To hold the expense invoice until all on-charge invoices are paid, tick Hold Invoice Until the On-Charged Invoices Have Been Paid. Leave it unticked to approve immediately.
Select Save as Draft, Save & Submit for Approval, or Save & Approve.
Generating On-Charge Invoices
After saving the expense invoice, you are redirected to the Generate Invoices page showing potential on-charge invoices based on the property's direct on-charge rules.
Default percentages are pre-applied. Adjust the percentage or amount if needed, or reduce to zero for tenants who should not be on-charged.
Click Generate invoice for each tenancy to create the on-charge invoice.
In North America, "Direct On-Charges" are referred to as "Cost Recovery" and "Tenancies" as "Leases". For more information, see our Glossary of Regional Terminology.