Note: Click here for instruction on associating agents to units and invoices.

From a property, click Create Agent Statement. The Agent Statement displays.

Select an Agent. All outstanding invoices associated with that agent display.

Enter the amount received for each paid invoice.

Click Add Expense to add all expenses received from the agent against the property.

Enter the net Amount Received from the agent.

Select the bank account to credit.

Note: The bank account selected on the agent statement will override the bank account on an invoice.

Note: Payments received via the agent statement will be grouped in one payment when reconciling your bank/client account.

Click Save. All payments in will be allocated to the selected invoices and all payments out will generate corresponding paid purchase invoices.

Note: When editing/viewing a payment made via the agent statement, the payment with all of its parts will display rather than the payment in/out.

Note: Purchase invoices and payments generated from an agent statement will be assigned to the agent on the statement.

Apart from changing a unit or narrative on an invoice paid via an agent statement, payments can only be redone via the agent statement.

Open a payment paid via an Agent Statement.

Click Redo Agenet Statement. You can now redo any payment amount for a lesser amount than originally entered on the statement.

Introduced in version 2018.11.1.5507 released on 27/11/2018