From the Search menu, open a property.

1. From the General tab, select Invoice Distribution.

2. Click New to create a new distribution. The Invoice Distribution Creation window displays.

1. From the Invoices tab, open a purchase invoice without a unit selected.

2. Click Invoice Distribution.

3. Select the Invoice Details.

4. Select the Invoice Type.

Note: If a budgeted service charge was under-estimated, select Sales Invoice to create a distribution for balance of the service charge. If a budgeted service charge was over-estimated, select Sales Credit Note to create a distributed credit for the service charge overpayment.  

5. Select the Invoice Date.

6. If applicable, select the Days Grace.

7. Select a Distribution Rule.

Note: For instructions on distribution rules setup, click here.

8. If applicable, tick the Calculate distribution based on selected units checkbox and tick the relevant units to Include in Distribution, or click the Select All Units button.

Note: If Calculate distribution based on selected units is ticked, the distribution percentages will only apply to the selected units.

Note: If a unit is untenanted but the billing company has a landlord, the invoice is distributed to the landlord. If the billing company does not have a landlord, that portion of the invoice is not distributed.

Note: The VAT checkboxes will automatically be ticked if the VAT Chargeable text box is ticked when the company is VAT registered and Admin > General Settings > Disable VAT for non-VAT properties/units on purchase invoice is ticked.

9. Enter a Narrative.

10. Enter the Net £ amount.

11. Click OK. The distribution invoices are run.

Upon running the distribution, the distribution details displays in the Property > General tab.