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Once a tenant charge has been created, it can be issued alongside the ongoing periodic bills that are generated for the Tenant, or as a stand-alone ad-hoc invoice if required. Ad hoc charges can also be setup to be charged on a recurring basis, or just as a one off.
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Creating a New Tenant Ad-Hoc Charge
Firstly, the Ad hoc charges that are to be charged need to be created. Once an Adhoc Charge type has been created, these can be applied to any Tenant Account easily.
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The Tenant Adhoc Charge Setup pop-up closes and the Tenant Adhoc Charge Selector is updated to display the new or updated Tenant Adhoc Charge details. The ad hoc charge is now available to assign to any one of your Tenant Accounts.
Adding an
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Ad-Hoc Charge to a Tenant Account
Once created (as above), Adhoc Charges can be added to a Tenant Account in the Tenant Account Editor.
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| Option | Description |
|---|---|
| Frequency | Controls how often the ad-hoc charge will be billed to the Tenant.
Charges will be applied as per the date configuration set below |
| Active From | Enabled if "None" tick-box is not selected. Represents the start date that the ad-hoc charge will be applied to the tenant from. If the "None" tickbox is selected, the active from date is assumed not to have a specific start date. |
| Active To | Enabled if "None" tick-box is not selected. Represents the end date that the ad-hoc charge will be applied to the tenant to. If the "None" tickbox is selected, the active to date is assumed to have a specific to date - it will keep on being applicable. |
| Bill Method | How the ad-hoc charge should be billed to the tenant
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| Group | Controls how many individual ad-hoc invoices are created if multiple ad-hoc charges are applied that have an "Ad-Hoc" bill method. By default all charges will be allocated to the same group. One Ad Hoc invoice is created per Group. If there are multiple Ad Hoc charges that are configured to be ad-hoc invoiced, then assigning the ad-hoc charges to the same group will create a single invoice with all the charges itemised. However, if they are assigned to different groups, then individual ad-hoc invoices will be created for each group. Click here for more details on how to create the Charge Groups and adding the Charge to a Charge Group. |
| Type | To specify the order of the ad hoc charges on the bill (i.e. other Charge 1 to 10, in ascending order). |
| Amount | The net amount pertaining to the ad-hoc charge, this is defaulted to the value captured against the ad hoc charge type that has been selected. |
| Override Default | Selecting this tick-box will allow the default charge amount to be over-typed, if this needs to be customised for the specific tenant |
| Charge VAT | Whether VAT should be applied to the ad hoc charge (using the prevailing VAT rate applicable to the Tenant Account for the effective date of the bill). |
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Click here for details on how to run an Adhoc Charges Tenant Bill Run