If fees are collected from tenants for anything which is payable to the agency rather than the owner, the agency needs to set up a dedicated ledger to collect the funds into.  This example uses credit card fees as the type of money being collected, but the same instructions apply to any funds payable from the tenant to the agency direct, which the property owner shouldn't see going through their statements.


Set up a new Owners Ledger, with no property attached to it:




To receive funds into this ledger, raise an income invoice via the Tenancy record, quick-links menu or Income and Expense page.


Before saving the invoice, change the ledger from the property owners ledger to your fees ledger:


Receipt funds against the income invoice as normal.