Sometimes it may be necessary to refund the Landlord for an expense or fee that was originally charged to them.
Refund a landlord fee
To refund a landlord fee that has already been charged, go to Landlord Fees and click Edit against the Fee you wish to refund. Change the amount to £0. This will return any monies received to the Landlord in full in the next landlord statement that you generate.
If you wish to make a partial refund, edit the fee amount to the correct amount that you should have charged. For example, if you charged the Landlord £100 and wish to refund only £30, you'd edit the Fee amount to £70. The £30 difference will be refunded in the next landlord statement you generate.
Refund an expense, where the supplier invoice is unpaid
To refund the expense, go to Property Expenses and click Edit against the expense you wish to refund. Change the amount to £0. This will return any monies received to the Landlord in full in the next landlord statement that you generate.
You may also wish to delete the associated supplier invoice from the Expense if this is no longer relevant.
Refund an expense, where the supplier invoice is paid
To refund the expense, assuming that the Supplier has repaid you the Invoice amount, go to Property Expenses and click Add.
For the description. enter the description that you'd like to appear on the Landlord's statement.
Set the amount to a minus amount for the amount you wish to refund. For example, if you wish to refund £100, you'd enter -£100.
Tick Add Supplier Invoice and select the correct supplier, entering the amount to refund as a negative.
The Landlord will be refunded the expense in the next Landlord Statement you generate. Click Mark as Paid to reflect the money being returned to you by the Supplier.
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