Re-Applying Payments

Re-applying payments allows you to re-distribute a payment that was previously applied to a tenant's account. For example, if you applied your rent payment to a work order charge and electric bill, then this would allow you to undo how the payment was previously applied and then apply it where you want.

Note: You can only re-apply payments within a single account, so you cannot re-apply a rent payment from the TAR account to the security deposit owed in the SD account.

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.

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.

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.

Select the Payment History tab. Displayed in a table are all the tenant's/customer’s payments.

In the payment table, select and highlight the payment you want to reapply to another account, and then click

on the toolbar.

Select “Re-Apply Payment” from the menu that appears. The Re-Apply Payment Wizard is initiated. Step 1 of the wizard holds a grid that displays the payment date, the account to which the payment was applied, the payment amount, and the employee/user who took the payment.

Note: If more than one record is displayed in the grid, the payment was either split between accounts and/or transactions, or a pre-payment was taken on the account at the same time as the regular payment. If this is the case, you can only choose one portion of the payment you want to re-apply at a time, but you can repeat the wizard until the entire payment is re-applied.

Select the payment, or portion of the payment, you want to re-apply and click START. Step 2 of the wizard displays all transactions for the account in a table, and the total amount you are able to re-apply is displayed at the top of the table.

Enter the amount to apply for the appropriate transaction(s).

Note: All entered amounts to apply must sum to 0. Also, each added amount is checked to make sure that the resulting remaining amount will still be between 0 and the original amount. You cannot use the wizard to end up with more than you started with on a transaction, and you cannot reverse a transaction.

Hint: The original applied payments are entered by default in the transaction table. To avoid getting errors, enter a "0" to zero out those amounts first.

Click NEXT to continue.

10.

Review and confirm the balance transfer information you have set up and click FINISH. The Payment History tab appears again.

Hint: If you double-click on the payment in the table on the Payment History tab, the Payment Detail Breakdown screen appears where you can view how the payment was re-applied (this is a view-only screen).