Page Comparison

1. Locate the receipt

From Tenancy Transactions: 

• Locate the Tenant Payment that has dishonoured and right-click 
  

• Select Delete/Reverse Receipt

2. Enter the reason

• Enter the Reversal Reason and click Accept

  If you are not asked to enter a Reversal Reason, the receipt has not been reconciled and will therefore be returned to Unposted
  

• On the next screen, click Post to confirm

  If you have made a mistake, click Exit to stop any changes being made

3. Tenant Transactions

The receipt will now be reversed from the tenancy and the rent will revert back to outstanding

A debit has been created on the bank reconciliation to reconcile against the debit leaving the client/trust account

4. Charging the tenant a fee

Raise a tenant dishonour fee if required

And, if necessary, from the Transactions screen:

• Right-click over the dishonour fee to collect payment by direct debit

5. Notify the Property Manager

Notify the Property Manager that the tenant has dishonoured

From the tenancy screen:

• Create a task
  

• Enter the Property Manager name in the Send to field
  

• In the Task field, select the task type of Dishonoured Direct Debit
  

• Click Send