HiJM Chaytor ,

Thanks for reaching out. Regarding your question about charging back utilities to your tenant and how to record this in Sage Accounting, the process is somewhat similar to charging back other types of expenses, such as the merchant fees detailed in this article you might have seen.

In your case, since you're looking to invoice your tenant for oil utilities you've paid, here's a slightly adjusted approach based on the steps for handling merchant fees:

1. Create a new invoice for your tenant.
2. Add a new line item for the utility charge. You might call this "Utilities Reimbursement" or "Oil Utilities Charge".
3. Enter the amount you paid for the oil in the Amount column. This is the amount you're charging back to your tenant.
4. Select an appropriate Expense account in the Account column for recording the utility expense. This is slightly different from the merchant fees situation, as you're recovering an expense rather than adding a fee.
5. Make sure to adjust the tax settings based on whether the utility cost is tax-inclusive or tax-exclusive, according to the tax laws in your area.

Remember, this isn't a sale but a pass-through cost, so you might want to consult with a financial advisor or tax professional to ensure you're categorizing and handling this transaction correctly for tax purposes.

If you have any further questions or need more detailed guidance, please don't hesitate to reach out.

Warm Regards,
Erzsi