You can only allocate money against rent if the tenancy has been finalised. Once it has, you can receipt money on a tenancy record and allocate it to an outstanding charge. To do this:

  1. Click Tenancy on the main toolbar
  2. Select the relevant tenancy from Recent & Favourite Tenancies
    1. Alternatively, find the tenancy using the Search Tenancies bar in the top right
  3. Click Actions
  4. Within the dropdown menu, click Receipt 
  5. The Receipt from this tenancy window opens
    1. Receipt Date - You can edit the date on which payment was received
    2. Receipt Type - You can change this to the correct payment method from the dropdown menu
    3. Bank Reference - If someone outside of the tenancy has made the payment, add their name
    4. Receive into Bank Account - You can edit the bank account using the dropdown menu, if required
    5. Amount Received - Enter the total amount you received. The system will automatically allocate the money against the oldest charge first. If you wish to change how the system is allocating the money, you will need to tick/untick the Allocate? boxes
    6. Send Receipt - You can tick this if you want a copy sent to your tenant(s) by their preferred delivery type. When this is selected, you can click Preview
  6. Click Update

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A record of the receipt is made available to view in the tenancy, available from within the Timeline on the side menu. It's also recorded from within Transactions on the side menu

 Note

  • You may see a warning message if the deposit being receipted is more than permitted by the  legislation
  • If the amount entered in Amount Received is greater than the total Outstanding charges, a warning message will appear

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