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Mortgages, Additional Fees

On the “Mortgages” screen, click the “Additional Invoice” button to create one or more invoices for third parties, such as the surveyor.

WARNING! Do not use the “Additional Invoices” button for the main procurement fee from the client or provider, or for any associated commission pay-aways to leads or advisers (see “Mortgages, Main Fee & Pay-aways”).

On the resulting “Add Ledger Item” dialogue…

  • Click “Sales Ledger item” if this is for money you are due to RECEIVE
  • Click “Purchase Ledger item” if this is for money you are due to PAY
  • Click the “OK” button
  • Then on the following invoice screen…

  • Select the “Address set” to use, then find the person in it (e.g. Valuers – Mr A Branch)
  • Click the “Add” button at the bottom left of the screen
  • Enter a description (e.g. “Surveyors fee”)
  • Select a nominal account (e.g. “CADV” for “Commission to Advisers”)
  • Enter a nett amount (e.g. £55)
  • Click the “OK” button