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Refunding Tenant Account Credit Held in 32001

Refunding Tenant Account Credit Held in 32001

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Refunding Tenant Account Credit Held in 32001

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Tenant account credits are held in Account Credit ledger 32001. If you need to refund this tenant account credit or transfer this credit to rent you firstly must ensure you already have a ledger Tenant Refund of Credits Held Ledger.

 

1.Go to tenant receipt click on Allocate Credits.

 

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Once you have clicked Allocate Credits it will bring up the Statement of Credits for the Tenant. Once viewed close screen.

 

 

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Allocate Credit/s? Click OK.

 

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Click on Instant Account and the Instant Payment window will open.

Select Tenant Refund of Credits Held from the drop down list, complete information and click OK.

 

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Then click allocate and Accept and Continue

 

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This screen will appear, tab and click OK and then click yes to process the receipt.

 

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The funds are now available in the Tenant Refund of Credits Held Ledger and you can make a payment from

this ledger to the tenant.

 

To pay the tenant their refund go to trust account payment

 

 

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