Refund tenant cash

The steps below outline how to refund money to a tenant. You can do this as long as there is an available ledger and cash balance.

1. Click the Residential Lettings department tab
2. Click Tenancies on the main homebar
3. Search for the tenancy in the Find bar and click Go. Click View on the relevant tenancy
   1. Alternatively, find and click the tenancy from within the Last Viewed section
      
4. On the tenancy Summary tab, click Special Actions 
5. Click Refund Tenant Cash
6. Type in a Reason for Payment
7. Enter the Total Payment Amount (£)
8. In the Payment to dropdown menu, click either Lead tenant, All tenants equally or All tenants unequally
9. In the Payment Method dropdown menu, click either Cheque or Automated banking 
10. Click Save

1. Click Home on the main homebar
2. On My Dashboard, scroll down to Accounts. Click Pay tenants 
3. Alongside Make a payment by which method?, click the relevant payment method
4. You can amend the Payment description, if required
5. Click Next
6. Ensure the payments you wish to make are ticked
   1. BACS payments provide a Cancel Payment if you click on the tenants name
   2. Cheque payments don't have this option
7. Click Save 

This creates a Payment Instruction Summary which can be printed or exported. The refund now shows on the Tenant Ledger.

Related articles: 

Using cash previously withheld on a ledger