Before you start
- Use the correct tenancy and the actual amount, due date and period. Rent and service charges are separate charge types.
Step-by-step instructions
- Open the tenancy's rent/charge ledger in Property Manager.
- Choose the appropriate rent or service-charge action.
- Enter the period covered, due date, amount and description requested by the form.
- Review any overlap or existing-charge warning before saving. Do not duplicate a charge because it has not yet been paid.
- Read the resulting balance and state. A charge becomes paid or partial only through recorded valid payment entries.
- If a charge was entered incorrectly, use the permitted correction or void workflow and its required reason.
Workspace links may ask you to sign in. Access depends on your role, plan and the records shared with you.
Due is different from received
A charge says an amount is owed according to your records. It does not debit a bank account or prove the tenant has received a legal demand.
Overdue status depends on the recorded due date, balance and the service's date. Ending a tenancy can leave genuine arrears in the ledger. A service-charge balance should not be mistaken for unpaid rent.
Troubleshooting
- A charge with payments cannot be voided
- Review its payment records and the allowed correction order. Use reasoned void/correction controls rather than creating a negative or unrelated charge.