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Refunding tenant charges

Alexi Glackin
Alexi Glackin
  • Updated

The steps below outline how you can use the Tenant Ledger to refund charges made to a tenant or tenancy.  

To refund a tenant charge:

  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
  4. Click the Tenant Ledger tab
  5. Locate the relevant charge that you want to remove from the Tenant Ledger and click the underlined Credit Charge
  6. On the Credit Charge screen, scroll down to the Enter Credit Details section. Edit the Description, if required
  7. Enter the Credit Amount (£) you want to refund 
  8. Jupix defaults to Show On Statement, however, if you are refunding the full amount of the charge and wish to hide this from the tenants statement, click the tickbox
  9. Scroll down to the Confirm Credit Action section. In the Please Enter Code field, enter the Credit Code
  10. Click Save

On the Tenant Ledger, the charge will be credited.

If a tenant has paid your agency and you need to refund the monies back to the tenant, you can do.
For more information on Refunding tenant cash, click here

 Note

On the Tenant Ledger, if you don't have the option to Credit Charge against a charge that you are wanting to refund, you'll need to check that you have the correct accounting user permissions set
For more information on Managing user permissions, click here