How to Invoice Management Fees – Proprio Expert How to Invoice Management Fees - Proprio Expert

How to Invoice Management Fees

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Steps to Follow

1. Go to the “Accounting” tab and the “Collections” subtab.

2. In the selector at the top left, select your company (the management company, not the one you want to invoice).

3. Click on “Invoicing” at the top right.

4. In the “Assignation” column, tick “Company,” and select the company that is charged for the fees.

 

5. Select the account “4085 – Management fees.”

6. Describe the invoice (example: “management fees for August 2021”).

7. Select the invoice date (at the top right), and enter the amount (and tick “Taxable” if that is the case).

8. Click on “Finish.”

9. To view the invoice, click on “Letter” at the top right.

10. To send the invoice, open it in letter format, and click on “Send.”

11. When you receive the payment, go to the “Collections” subtab, and enter the date of payment, the payment method, and the amount.

You have now invoiced management fees.

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