Standard Invoices

Standard Invoices gives you the ability to drop in a set of charges at any point with one single entry. To speed this process up, Expert Agent allows you to set up standard invoices that are commonly used, such as move in expenses (to bill for arrangement fee, inventories, inspections etc) or an inventory charge. 

1. Click on any existing items to edit or delete any of the details
2. To add a new item click “Add New”.  

This window will then open:

1. Enter a description for the invoice - this will not be visible to any other party apart from the member of staff selecting which standard invoice they wish to use. It does not appear on the statement or invoice.
2. Click ‘Add Item’
3. Enter the invoice item details such as the Description, Nominal, VAT Rate and Net Amount (this can be a fixed amount or a percentage of the Rent) and click Save to return to the previous screen with the item now listed on the invoice
4. Click ‘Save'. You also have the option to delete the standard invoice.

The standard invoice you have just created is now configured for future use, so if you want to bill this item in the future you have a standard entry to use.