Allocate tenant credit to invoice when entering a new account
Be able to allocate a tenant held credit to an invoice when entering a new account and prior to issuing to a tenant
1
vote
Kendal Anderson
shared this idea
You can allocate held funds to a tenancy invoice prior to it being generated. Depending on how you are entering the invoice, there will either be a checkbox or toggle that will then open up a new field for you to enter how much you'd like to allocate. The invoice sent to the tenant will show the invoice amount, the amount allocated and balance remaining (whether $0 or still a balance to pay).