Record a payment (tenant payment, housing benefit…)
Once the rent has been generated in the “Finance” section, you can record one or more payments, whether it is the tenant’s payment or housing benefit and allowances received directly. To do this, use the “Record a payment” option available in the actions menu on the right.
For each payment or receipt recorded, you can enter the following information:
- The amount,
- The payer,
- The payment method,
- The date received.
Each rent can have one of the following statuses:
- Paid: The tenant has paid the rent in full.
- Pending: The tenant has not yet paid the rent, but the due date has not yet passed.
- Overdue: The tenant has not paid the rent, and the due date has passed.
- Partial: The tenant has paid only part of the rent.
- Lost: The rent has not been paid, and it is unlikely ever to be.
Partial payment or overpayment
When the amounts received exceed the total rent, the tenant’s account shows a positive balance — an overpayment. If the payment falls short, the balance is negative.
When recording the payment, you can defer the tenant’s overpayment or negative balance to the current rent or to the next one.
The deferral options (“Apply the balance to the current payment” and “Defer balance to the next payment”) are only available when the tenant’s account shows a balance, whether positive or negative.
