Follow the steps below to return the money on the ledger to the tenant.

  1. Click the Residential Lettings department tab
  2. Click Tenancies on the main homebar
  3. Search for the relevant tenancy in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant tenancy from within the Last Viewed section
    2. Click on Special Actions on the Summary tab
    3. Click on Refund Tenant Cash.

N.B If you do not have Refund Tenant Cash it is because a payment can only be made to a tenant if there is a positive cash balance on the Tenant Ledger.  

  1. Add the Reason For Payment and the Total Payment Amount due to the tenant
  2. Choose the Payment Method as Cheque (Default) or Automated Banking
  3. Click Save

Now go to Pay tenants on the Accounts section of the dashboard

  1. Click on the number next to Pay tenants
  2. Select the bank account you want to pay from the dropdown box then payment type 
  3. Click Next
  4. Choose the Tenant you wish to pay and click Save
  5. You can now Print to .pdf, Export to .csv, or create BACS file for the Payment Instruction Summary

 

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