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Apply / Refund Balance


The video is at the bottom of the page.

Instruction

These two features let you issue a refund for a Deposit or a Credit Balance before moving them out.

Example: An applicant needs a refund...or a resident needs a refund while they are still living there.

 

Refund (of credit balance)

1.  Enter Unit # or Name in “"Quick Search”"

2.  The resident's portal screen will display

3.  Within left side menu Quick Links, Click > Apply / Refund Balance

 

a.  Enter amount of credit balance to refund in Payment Refund

b.  Resident must have a credit balance

APPLY.JPG
 

4.  Select save

5.  Now the refunds will be waiting for processing by the accounting department

6.  View Refunds awaiting payment in the BoardRoom > Accounts Payable Summary Module

 


Refund (of Deposit Balance)

1.  Enter Unit # or Name in “"Quick Search”"

2.  The resident's portal screen will display

3.  Within left side menu Quick Links, Click > Apply / Refund Balance

 
 APPLY1.JPG

a.  Enter amount of credit balance to refund in Deposit Refund

b.  Resident must have a Deposit balance

4.  Select save

5.  Now the refunds will be waiting for processing by the accounting department.

6.  View Refunds awaiting payment in the BoardRoom > Accounts Payable Summary Module

 


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

Permissions and Settings

To apply / refund balance you need permission. To check permissions, go to Admin > User >  (Select User) > Change Permissions > Transactions > Apply / Refund Balance.

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