Retaining money from a landlord statement

In order to retain money from the landlords income, for example, where a maintenance float is to be held, a retention target can be set from the landlords relevant payment group. Money can also be retained on an ad hoc basis when creating statements. 

This article includes: 

Retaining money from the payment group

  1. Click Contacts on the main toolbar
  2. Select the relevant contact (landlord) from Recent & Favourite Contacts
    1. Alternatively, find the contact (landlord) using the Search Contacts bar in the top right
  3. Click Contact on the side menu
  4. Click the Payment Groups top tab
  5. Click the cog to the right of the relevant payment group
  6. Enter the amount to be retained in the Retention Target field, or tick Retain ALL to hold back all income
  7. Click Save

Retaining money when creating a landlord statement

  1. Click the Home screen tab on the main toolbar
  2. Click Property Management Dashboard on the Home screen side menu
  3. Scroll down and click the Landlords To Pay widget
  4. Click the relevant, correct landlord statement
  5. The Payments For This Landlord window opens. Next to Balance Carried Forward, click £0.00
  6. Enter the total amount to retain from this landlord statement
  7. When you're confident the statement is correct and the exact amount required is retained, click Update 

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