Service Charge Invoicing & Demand Notices
Service Charge Invoicing & Demand Notices
The platform enables property management agents to generate and distribute statutory service charge demand notices to unit owners within a Multi-Unit Development (MUD). All demand notices are fully compliant with the Multi-Unit Developments Act 2011 (MUD Act).
Overview
A service charge demand notice is the formal invoice issued to each unit owner requesting payment of their share of the annual service charge. Under the MUD Act 2011, these notices must contain specific statutory information before they are legally enforceable.
The platform automates the creation, population, and delivery of these documents.
Demand Types
Single Annual Demand
Issue one demand for the full annual service charge amount. Suitable for developments where owners pay in a single lump sum.
Quarterly Instalments
Automatically split the annual service charge into four equal instalment demands, each with its own payment deadline. The platform generates all four notices and can send them on a scheduled basis or in bulk.
Ad-hoc / Supplementary Demands
Issue one-off demands outside the standard billing cycle. Common use cases include:
- Recovery of a service charge deficit from the prior year
- Unplanned or emergency major works not covered by the sinking fund
- Mid-year owner apportionment adjustments
Statutory Requirements (MUD Act 2011)
Every demand notice generated by the platform automatically includes the following mandatory information:
| Field | Description |
|---|---|
| Budget Breakdown | Itemised schedule of expenditure for the relevant period |
| Management Plan Reference | Citation of the approved management plan the budget relates to |
| Payment Deadline | The date by which payment must be received |
| OMC Bank Account Details | Sort code, IBAN, and account name for the Owners' Management Company |
Important: Demand notices that omit any of the above statutory fields are not enforceable under the MUD Act 2011. The platform will not allow a notice to be issued unless all required fields are present.
PDF Generation & Delivery
- Demand notices are rendered as PDFs server-side, ensuring consistent, print-ready formatting regardless of the recipient's device or email client.
- Once generated, the PDF is automatically emailed to the unit owner's registered email address.
- A copy is retained against the unit record for audit purposes.
Workflow
- Configure the service charge budget for the relevant OMC and financial year.
- Select the demand type (annual, quarterly, or supplementary).
- Review the draft notice — confirm the budget breakdown, management plan reference, payment deadline, and OMC bank account details.
- Issue the demand — the platform generates the PDF and emails it to the unit owner.
- Track payment status against each issued demand from the unit's account ledger.