Click Search >Units, select a Unit and double click to open the Unit.

From the General tab click Details.

Select the Service Charge Cap tab. There is a new column that displays which Schedules the cap applies to.

Click Add to set a new cap amount.

This opens the below window.

Here you can set the Description of the cap, the Schedules that you want to include, the duration of the cap, the annual amount of the cap and the number of days before the end of the cap that the Reminder will be triggered in the Reminders window. All Schedules is ticked by default.

If Reminder Days Before Cap End Date is not displayed see Reminders section of this document.

Click OK when the parameters are set and save the Lease. This will create To Dos that can generate Service Charge invoices.

It is not possible to have a cap with no schedule selected or for a schedule that is part of another cap within the same date period.

It is possible to have a cap for a Schedule that already has a cap but for different date periods.

However, you can have a cap that covers multiple Budgets.

A schedule that has zero Distribution % can be included in a cap, but the user is warned with the below message.

It is possible to have a Cap with a Schedule selected that is not in the Budget. In that case, the Cap will just not take any effect for that Schedule.

1. If the Service Charge expenditure for the capped schedules, exceeds the amount of the cap, then the balance is charged to the Landlord.
2. Reconciling a Service Charge Budget, takes the amount Tenants/Landlords were invoiced and the amount of the expenditure (purchase invoices) during the Budget period and creates invoices/credit notes to either pay back or charge the difference from what was invoiced (according to the Budget) and the actual expenditure of that Budget period.
3. If a change is made to the Budget/Cap in the middle of a Budget/Cap period, (after some of the Invoices were already generated from the To Dos), Invoices already generated are not touched, but the Invoices that have not yet been generated, are redone and show the newly calculated amounts.
4. If you would like to regenerate the generated invoices with the new calculations, open the relevant Budget from the Service Charge Expenditure tab of the Property and click Regenerate Invoices. This cancels the previously raised Service Charge invoices and reverts them to To Dos, when these are run, the invoices will reflect the new amounts. However, if any invoices have already been paid then you cannot regenerate any of the invoices in that Budget.

Configuration for the way cap end Reminders are handled is set in Admin > General Settings > Reminders tab.

Specific settings are.

• Tick Generate Service Charge Cap End Reminders to activate this feature. Reminders are displayed and processed as desired in the main LogiPro Reminders window.
• Selecting Reminders in this window and clicking the Cancel and Complete Reminder button will send an email to the LogiPro user set up in this section.
• Default User to assign Reminders to  here you choose the LogiPro user who will receive the Reminder. Ensure that this user has an email address entered in their user profile in LogiPro.
• Default Service Charge Reminder Days  sets the number of days before a cap expires that the Reminder is triggered. This can be edited for each cap as well.
• Email Service Charge Cap End Reminders to Service Charge Manager/ Reminder Default User. This means that if a Service Charge Manager is set on the Management tab of a Property, then they will get the Reminder email when the action is completed by pressing the Cancel and Completer Reminder button. Cap Reminders are sent to the user’s Reminder window (this opens automatically when a new Reminder is triggered or can be accessed via Admin > Reminders. If 'Email Service Charge Cap End Reminders to SC Manager of the Property' setting in Admin is true, the Reminders will be sent to the SC Manager set on the Property, and if the Property has no SC manager set, the Reminders will be sent to the Default Reminder User set in Admin.

A new document template under Admin > Document Templates > Reminders and Statements. named “Service Charge Cap End Reminder” has been created for the user to set the text of the Reminders. The following new merge fields have been added.

• «ServiceChargeCapStartDate»
• «ServiceChargeCapStartDateFormatted»
• «ServiceChargeCapEndDate»
• «ServiceChargeCapEndDateFormatted»

Introduced in version number 2016.9.13.3391 - 28/09/2016

Updated Feb 2026 Release 2026.1.14.9805