Adding an expense invoice against a property where a direct on-charge rule has been set up, will allow help to speed up the process of needing to invoice a tenancy. When creating a new expense for an on-charge item, the process is similar to creating a regular expense.
Creating New Expense Invoice
Within Income & Expenses, Click New Expense Invoice
Enter the Expense Invoice details as required. If the account selected is one that has been set up for direct on-charge for the selected property, you will be given the option to create on-charge invoices for all tenants.
An option will also become available to hold the invoice until all on-charge income invoices have been paid by the tenants. Once these are all paid, the expense invoice will be automatically approved and made available for payment. If you would like to hold the invoice back, check the option. (Note that the invoice can be manually approved at any time once the invoice is created.)
Click Save as Draft, Save & Submit for Approval or Save & Approve
Generate Direct On-charge Invoices
Once the expense invoice is saved, you will be taken to the Generate Invoices page which shows you the invoices that can be generated to pass the costs on to the tenants. The percentage values will default to the values entered when the Direct On-Charge was originally set up for the property.
To generate an invoice, click Generate invoice. You can reduce the percentage or amount to 0 for any of the tenants if you don't want to on-charge the expense to them.
Click the link on the invoice number to access each of the on-charge invoices from the expense invoice, or click the View On-Charge Invoice option from the drop-down menu to go back to the Generate Direct On-Charge Invoices screen.
See the article for more information on Setting up a new Direct On-Charge Allocation