There may be occasions when the landlord may need to pay the tenant during the tenancy. Alternatively the tenant may need to pay the landlord for expenses that are not related to you as an agency and are not rent. You may be asked to facilitate the transfer.

You can therefore via the financial sub menu on the right click action menu transfer funds from Landlord to Tenant and visa versa. 

A key example of when you may use this is if the tenant has paid a contractor on behalf of the landlord and therefore the landlord owes the tenant. 

1. First select the date you wish to use for the transaction. 
2. Select the property from which the funds will be allocated from together with the tenant listed in the drop down. (All tenants will be listed whether current or expired)
3. Select the bank account and amount you wish to transfer.
4. State the reason why you are transferring the funds - this will be displayed on the statement for both as below.

On the landlord statement showing as a Charge:

On the tenancy statement showing as a Receipt:

Alternatively if a tenant was purchasing an item of furniture for example from the landlord you may wish to use the transfer funds function to show this from tenancy to landlord, again found in the right click action menu. 

Property Invoices will show you all the invoices created for Sales properties using the Charges Tab. 

1. Hover over Offers in the top menu and select Property Invoices from the drop down.   

1. If you have multiple branches you can select which branch invoices you are looking at from here.  You can also filter by Invoice Number.  

2. The date range defaults to a month before to today.  You can change this by clicking on the calendar icons.  

3.  You can look at all the invoices added onto a specific property if necessary.  

4. Click Filter (once you are showing your invoices you can export to CSV or Print from here as well).  

5. Clicking on the down arrow will expand the record to give you more information.  You can also reprint from here.  

6. The Property address links back to the property.  

The Contact Grid works in exactly the same way as all other Grids within Expert Agent.  You can choose the columns, create reports, send Emails all from the Action Menu: 

You can also create Saved Selections (Custom Quicklinks) from the Contact Grid.  These work in the same way as all other Saved Selections and will appear on the Action Menu of the Contact Grid, but also from the Right Tool Bar (Quick Links) as well.