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How do I charge an additional fee to a Landlord?

Zenya Allen
Zenya Allen
  • Updated

The steps below show you how to charge a Landlord an additional fee by adding it in the Additional Fee tab.

It can also be used if your agency charges a fixed letting fee, rather than a percentage of the rent, by adding the Additional Fee as recurring. 

You can add an Additional Fee on either the Landlord or the Property Information. Depending from which of these you add it will affect how it shows on the Landlord Payment, 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 fee 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

Adding a fee from the Property Information

  1. Double click Properties from the side menu
  2. Search for the relevant Property using Search Text by Name, Code or Status
    1. Alternatively, find the Property 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 you want to charge your Landlord
    4. Reg - Tick if you want the fee to be charged more than once
    5. Per - If it's a one-off charge, leave as S-Single, otherwise select a frequency from the dropdown menu
    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

You can set up standard additional fees in User Defaults. These will appear in the Additional Fees tab but will not be charged until you add a date in the Date column against the charge you want to raise.
For more information on Setting up additional fees and categories in User Defaults, click here

The fee will show on the Landlord Payment as a Debit and on your Agency Fees as a Credit.
For more information on How do I pay agency fees, click here

Adding a fee from the Landlord Information

  1. Double click Landlords from the side menu
  2. Search for the relevant Landlord using Search Text by Name, Code or Status
    1. Alternatively, find the Landlord 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 you want to charge your Landlord
    4. Reg - Tick if you want the fee to be charged more than once
    5. Per - If it's a one-off charge, leave as S-Single, otherwise select a frequency from the dropdown menu
    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

The fee will show on the Landlord Payment as a Debit and on your Agency Fees as a Credit.
For more information on How do I pay agency fees, click here

Set an end date to a recurring fee

If you want the fee to charge for a few months/weeks and then stop, enter an End Date in the End Date column.

If the End Date is left blank and the Reg box is ticked, the fee will continue to charge indefinitely.