Depending on your region, the terms "Outgoings" and "Service Charges" may be used interchangeably. In Asia-Pacific regions, "Outgoings" is the prevalent term, whereas in Europe, "Service Charges" is more commonly used. For a complete reference to regional terms used in this article, please visit our Glossary of Regional Terminology.
This article serves as a guide to understanding how Re-Leased automatically generates Rent and Outgoings invoices at the end of a lease/tenancy term. We’ll delve into the conditions that trigger the creation of a partial invoice, elaborate on how these partial amounts are calculated, and clarify what happens when a term is renewed or held over. By the end of this guide, you should have a clear picture of this aspect of your property management financials.
When Are Partial Invoices Generated?
A partial invoice for rent and outgoings may be generated under the following circumstances:
- The term’s start date does not align with the invoice frequency established in the rent or service charge template.
- The lease/tenancy term is not set as holding over – meaning the term will not continue past its original end date without renegotiation or renewal.
Calculating the Partial Invoice Amount
The partial invoice amount is determined based on a simple prorated formula, applied when the conditions mentioned above are met:
- Divide the annual amount by 365 days to find the daily rate.
- Multiply this daily rate by the number of days in the partial invoice period.
This calculated amount reflects the pro-rata charge for the partial period at the end of a term.
Handling Renewed or Hold Over Terms
Should your lease/tenancy term be renewed or held over after a partial term-end invoice has been generated, the next invoice will adjust to reflect the remainder of the balance - not by using the formula above. Here's how it works in practice:
Example Scenario:
- Term-end date: 30th September
- Invoice Frequency: Monthly on the 20th
- Term State: Not holding over
- Result: An invoice is generated to cover the partial period of 20th September to 30th September.
- If the term is later set to holding over, the next invoice generated will cover 1st October to 19th October, for the remainder of the period.
- If the term is not set to holding over and thus expires, no further invoices will be generated.