Tenant Refund

Tenant Refund

This function is used when money is owed to the tenant, i.e. deposit. In the ‘Tenancy’ module, click on ‘Tenancy Refund’


This will bring up the ‘Tenant Refund’ window. Click on the ‘Address Book’ icon against ‘Account ref’ to bring the contact list up or select from the ‘Drop down’ list. This will then bring up the ‘Contact List’ window


Choose your contact from the list by clicking on the line once to highlight it in blue and click ‘Select Contact’


This will then bring up the ‘Tenant Refund’ window and will list the transactions against that contact


Check ‘Bank Details’ are correct and enter ‘Date’ and ‘Reference’ and this is what will appear on bank reconciliation

Click ‘Pay in Full’ and it will allocate amount against transaction

Click ‘Post Receipt’

You will then get the following message – Click ‘Yes’

 

If using the Agent version, and the transaction is charged onto the Landlord, the ‘Clear Receipt’ window will appear with an ‘SI’ transaction to add to the statement.


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