Automatically receipting bond top up invoice
We create & send invoices for bond top ups to tenants.
There have been numerous times that when I upload my bank file to receipt rents, PT automatically allocates payment to a tenants bond top up invoice rather than prompt me to manually receipt & make the decision.
I've just found out from PT that this is because the tenant has another outstanding invoice (IE for a utility); and if the tenant pays the exact total of those 2x invoices PT recognizes only those invoices, not the bond top up required.
There have also been 2 instances where this occurred on end of month day & I haven't picked up that the invoice has been paid and the funds have been sent to the owner. Every time this happens, I have to reverse the receipt & re-receipt to the bond top up, then remove the invoice.
It would be great if PT could prompt rather than decide.
Sharon Buckle
shared this idea
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Katia Stone
commented
I was literally logging in to request this same thing... we should be able create and invoice and receipt from that invoice directly to the bond ledger