Finance

Finances, revenues and expenses

In this section, you can manage your accounting, including revenues, expenses, and receipts. For each tenancy agreement, the rents and rent receipts are generated in the Finances section. In the “Finances” section, you can perform the following operations: Create a revenue or an expense, Edit a payment, Record a payment, Download a document (for certain types of entries such as invoices, credits, etc.), Send a reminder (for certain types of entries), Stop a payment (for recurring payments), Regenerate a payment (for recurring payments), Duplicate a payment, Delete a payment. You can filter records based on different criteria such as the Read more →

Deferral of payment using the tenant’s balance

Manual report Once the rent has been generated in the “Finances” section, you can record the payment by clicking on the “Record a payment” action. When recording the payment, you have the option to carry forward an overpayment or a payment delay from the tenant on the current rent or the next rent call. The “Carry forward a payment” option is only available when the tenant’s account shows a Balance, whether it is positive or negative. You have three choices: No carry forward: No carry forward is made, and the payment is recorded as is. Carry forward the balance to Read more →