You can edit or cancel a fee that has been raised but not yet disbursed in Re-Leased. Once disbursed, a fee cannot be cancelled — but you can issue a refund to the owner through a different process.
Editing or Cancelling a Raised Fee
Navigate to the property and select the Fees tab from the left-hand menu.
Identify the fee with a status of Raised.
Click the Contextual Menu [...] next to the fee.
Select Edit to modify the fee details, or Cancel to remove it.
Important: Cancelling a fee is permanent and cannot be undone.
Refunding a Fee That Has Already Been Disbursed
If a fee has already been disbursed, it cannot be cancelled. To issue a refund to the owner:
Transfer the funds back into the trust account from your general account.
Create an income invoice against the owner's ledger for the refunded amount.
Reconcile the returned funds to this invoice to allocate them to the owner's ledger.
For Asia-Pacific customers, the term "Trust Account" is used. European customers refer to this as "Client Account". Client/Trust Accounting is not available to customers in North America. For more information on regional terminology, see our Glossary of Regional Terminology.