Moving Payments from One Customer Account to Another

If you have taken a payment without receipt on the wrong customer account, you do not need to void the payment, you can transfer the payment to the correct customer account.

Caution! If you took a payment with receipt on the wrong customer, you will not be able to use this feature.

1. From the Main Menu screen, click TENANTS or RECEIVABLES. The Browse Tenant Leases or Browse Customers screen appears with all current leases or active customers displayed in a table.
2. Select how you want to order the tenant or customer table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first tenant/customer to match the criteria is highlighted in the table.
3. Highlight the tenant/customer record who was given the wrong payment and double-click, or click . The Tenant Management screen or Maintain Customer Information screen opens with the Tenant Information tab or Account Summary tab selected.
4. Select the Payment History tab. Displayed in a table are all the tenant's/customer’s payments.
5. Click on the toolbar, and select “Move Payment to Correct Customer” from the menu that appears. The Move Payment to Correct Customer Wizard is initiated.
6. Click START. Step 1 of the wizard appears with all the customer's payments without receipt numbers displayed in a table.
7. Highlight the incorrect payment you want to transfer and click OK.
8. Click NEXT to continue. The Select Customer screen opens with all active customers displayed in a table.

Hint: To search for the customer, select how you want to order the table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first tenant/customer to match the criteria will be highlighted in the table.

9. Highlight the customer to whom you want to move the payment and click .
10. Click NEXT to continue. The Take Payment Wizard is launched with the payment you selected in Step 7 displayed.
11. Enter all payment types and amounts.
12. If necessary, select the accounts to pay now.
13. If necessary, specify transactions to pay now.
14. Lastly, if necessary, select the account and transaction to prepay.
15. After clicking FINISH through the Take Payment Wizard, you are returned to the Move Payment to Correct Customer Wizard with a green checkmark next to the Apply Payment to Customer step, verifying that you have completed it.
16. Click NEXT. You have successfully transferred a payment from one customer account to another! The customer account now has a new balance which you can verify on the Account Summary tab.