Tenant repayment / refund

This guide has been reviewed against our global client base and classed as relevant to all regions

How to refund any unallocated monies currently held on the tenant ledger

1. Access Tenant Repayments option

From the tenancy, Accounts Functions panel:

2. Tenant refunds screen

The amount to be refunded will display in the Payable section

The system will attempt to settle any outstanding invoices, and release the balance

Click Post to create the refund
The payment will now be on the BACS/ABA & Cheque Run

3. Multiple tenants

If there are multiple tenants, you will be able to disburse the refund to either tenant - or between their accounts

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