How do I refund a fee to a Landlord?

Zenya Allen
Zenya Allen
  • Updated

If you need to refund a Landlord from your Agency Fees, you can do it via a negative Additional Fee.

You can add additional fees on either the Landlord or the Property screen. Where you add it will affect how it shows on the Landlord statement, i.e. whether it shows under the Landlord direct or under the Property.

This article includes: 

 Note

If your Landlord is registered as overseas or has shared ownership, the additional fee should always be added to the Landlord Information and the refund shared between all Landlords with shared ownership.
For more information on How do I show that a property is owned by more than one Landlord, click here

Refunding fees from the Property Information

  1. Double click Properties from the side menu
  2. Search for the relevant Properties using Search Text by Name, Code or Status
    1. Alternatively, find the Properties using Additional Options from the dropdown menu
    2. Or select a Branch if multi branch is set up on your CFPwinMan
  3. Click the Property tab
  4. Click the Fees tab
  5. Click the Additional Fees tab
    1. Date - Add the date which you want the refund to be applied
    2. Description - Describe the refund, this appears on the Landlord Payment statement
    3. Amount - Enter the fee as a negative amount i.e. - £23.50
    4. Reg - Leave unticked
    5. Per - If it is a one-off refund, select S-Single. If it's a regular refund, click Per and select a period
    6. VAT - Tick if you are VAT registered, this will add the VAT to the amount entered above
  6. Click the disk icon, Save this record, on the toolbar

As the fee is a negative, it will show on the Landlord Payments as a Credit and on your Agency Fees as a Debit.
For more information on How do I pay agency fees, click here

Refunding fees from the Landlord Information

  1. Double click Landlords from the side menu
  2. Search for the relevant Landlords using Search Text by Name, Code or Status
    1. Alternatively, find the Landlords using Additional Options from the dropdown menu
    2. Or select a Branch if multi branch is set up on your CFPwinMan
  3. Click the Landlords tab
  4. Click the Additional Fees tab
    1. Date - Add the date which you want the refund to be applied
    2. Description - Describe the refund, this appears on the Landlord Payment statement
    3. Amount - Enter the fee as a negative amount i.e. - £23.50
    4. Reg - Leave unticked
    5. Per - If it is a one-off refund, select S-Single. If it's a regular refund, click Per and select a period
    6. VAT - Tick if you are VAT registered, this will add the VAT to the amount entered above
  5. Click the disk icon, Save this record, on the toolbar

As the fee is a negative, it will show on the Landlord Payments as a Credit and on your Agency Fees as a Debit.
For more information on How do I pay agency fees, click here

 Did you know...

There is also a troubleshooting article on How to refund a Landlord, which you may find useful