Setting up Water Charge Invoices

Modified on Wed, 24 May 2023 at 10:26 AM

Chintaro allows you to use a specific template for Water Charge transactions, which includes word merge fields that relate to water consumption.

If you are a Cloud user of Chintaro, then you won't need to download the Water Charge template as we have done this for you.

If you are a non-Cloud Chintaro user, begin by downloading the template file from the bottom of this solution save it into your Chintaro\Data\Templates folder.

Right click the name of the file and select Open to open the file - select YES to the message that appears to link the text file. This is important - you want to keep the format as a template, and double clicking a file will open it as a document.

Edit the file as required (add your logo, bank details, remove fields if necessary, etc). 

Next, you will need to tell Chintaro that this is the template you want to use for water charges. From the Home screen of Chintaro, click System Maintenance, then Preferences and Tenancies Rent tab:

Choose the from the Water Charge Template drop down. Also, set the water charge default descriptions in the 3 available fields:

You will now need to enable the Water Charge function in Chintaro. To do this, go to System Maintenance> Preferences and click on the Finance tab.

Choose the Water Charge Transaction Type as Water Charge from the Water Charge Txn Type drop down, and select if you would like to have the Water Days Exclusive set to Yes or No (Yes will exclude the End Date when calculating days charged on the water invoice - less 1 day).

When you go to the Tenancy Screen you will now see an extra button in the Tenancy Transactions Ledger for Enter Water Charge:

Click this when you want to enter a Water Transaction and you will see the form below, which allows you to enter Water specific fields (as well as the normal transaction fields):

After you have entered a Water Charge for a Tenant, you are able to double click on the transaction in the ledger to open and view the details. You are also able to print an invoice for the Tenant, by clicking the Print button:

From here, you can save or print as you would with any other document from Chintaro.

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