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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This article outlines how a works order can be paid using the tenant deposit/bond


1. Post works order invoice to accounts

From the completed works order:

  • Click Post invoice to accounts

    The Supplier Invoice is displayed



2. Supplier invoice

  • Ensure the Charge to section is set to Tenant 

  • Process the invoice as normal




3. Access tenancy deposit

From the tenancy:

  • Click Manage Deposit

    The Tenancy Deposit Details screen is displayed

  • Click Refund Deposit

    The Tenant Refunds screen is displayed



4. Process refund

  • Check the Payable amount shown at the bottom of the screen to ensure that what you are paying to the tenant is correct
    If it isn't, make a manual adjustment before clicking Post


Once processed, the deposit and invoice payment will appear in the BACS/ABA and Cheque Run



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