How to Assign Tenant Money to a Tenant Invoice

Sometime money has been receipted into a Ledger or even directly to the Owner but a Charge Tenant Debit was not created at the time. We have a way that you can allocated the money to the Charge Tenant Invoice once you have created it.

 

Assigning payments to Invoices after the Tenant Invoice has been created:

 
  • On the Tenant List, find the tenant and right click
  • Go to "Assign Other Amounts"
  • Select the Invoice from the box on the lefthand side
  • Then from the bottom box on the right hand side (This is the money collected in the Ledger) tick the money in the ledger.
  • It does not matter if there is too much money or not enough, Palace will work it out and show you what will happen.
  • Read the middle of the box
  • Click on "Commit Assignment"

  • When the Invoice is fully paid it will disappear from the screen and leave any balance (See screen below)
  • So in this example we could then assign the remainder $10 to the Remaining Invoice. See Below
  • Allocating already receipted funds to an Invoice (Money receipted direct to an Owner)
  • Some money is receipted directly into an Owner and not linked to an invoice at the time, You can now easily link those receipts to an Invoice.
  • On the Tenant List, find the tenant and right click
  • Go to "Assign Other Amounts"
  • Select the Invoice from the box on the lefthand side
  • Then from the top box on the right hand side (This is the money receipted direct to Owner) tick the money in the ledger.
  • It does not matter if there is too much money or not enough, Palace will work it out and show you what will happen.
  • Read the middle of the box
  • Click on "Commit Assignment"
  • When the Invoice is fully paid it will disappear from the screen and leave any balance (See screen below)

  • So in this example we could then assign the remainder $10 to the Remaining Invoice.

For allocating already receipted funds to an invoice please follow this link.

 

 

Related Links:

 

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