Recent Articles
Client Payment Allocations
This article is part of the Client Payments section. Find all related articles here: Client Payments Setting Up Allocations See: System Parameters - Allocation The Allocations process allocates client payments against charges, based on the priority ...
Sinking Funds - Paying an invoice from a Sinking Fund
This article is part of the Developments - Sinking Funds section. Find all related articles here: Developments - Sinking Funds When you receive an invoice from a contractor, you can choose to pay this directly from funds held in a Sinking Fund. To do ...
Sinking Funds - Collecting and Processing Payments
This article is part of the Developments - Sinking Funds section. Find all related articles here: Developments - Sinking Funds Once the client has been charged and invoiced, they can make payments towards the Sinking Fund. Payments to a Sinking Fund ...
Sinking Funds - Processing Sinking Fund Charges
This article is part of the Developments - Sinking Funds section. Find all related articles here: Developments - Sinking Funds Once you have set up a Sinking Fund, you can raise charges against the client accounts. To do this: Navigate to the Clients ...
Sinking Funds - Adding a New Sinking Fund
This article is part of the Developments - Sinking Funds section. Find all related articles here: Developments - Sinking Funds The Sinking Funds feature allows your clients to pay into a pot for major future repairs over a period of time. Each ...