You can receipt money on a tenancy record and allocate it to an outstanding charge. To do this:
- Click Tenancies on the main toolbar
- Select the relevant tenancy from Recent & Favourite Tenancies
- Alternatively, find the tenancy using the Search Tenancies bar in the top right
- Click Actions
- Within the dropdown menu, click Receipt
- The Receipt from this tenancy window opens
- Receipt Date - You can edit the date on which payment was received
- Receipt Type - You can change this to the correct payment method from the dropdown menu
- Bank Reference - If someone outside of the tenancy has made the payment, add their name
- Receive into Bank Account - You can edit the bank account using the dropdown menu, if required
- 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
- 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
- Click Update
- If there is some held money, a Monies Held window will appear. You have the option to edit Held Monies with a description of your choice (if required)
- Click Yes
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 tenancy is proposed, when allocating the money to a rent charge. You can still allocate the money, but this will be payable to the landlord straight away
- 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