This article will show you how to record a cash, check, or other form of receipt from a tenant when that receipt is not made through the resident portal.
- Go to the "Record Tenant Receipt Page"
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- On the top of the page, click on the Quick Actions menu button and then click on Record Tenant Receipt
OR
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- From the dashboard view of Rentvine, click on Leases on the left-hand side
- On the next screen, enter the Address/Tenant the lease belongs to in the search field
- From the search results, click the Lease for which you would like to record a payment
- Click the Green Actions Button
- In the drop-down, click on Record Receipt
- Fill out the form
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- Enter/Select the Tenant
- Enter the Amount of the receipt
- Enter the Date Posted
- Select the Bank Account
- Enter the Reference
- Select the Payment Type
- Enter the Description of the payment
- For your reference, you will be able to see any unpaid charges below this section, to which you can apply the receipt.
- If you are recording a tenant receipt and there are no unpaid charges on that lease, no charges will appear in the section below. The receipt will be allocated to the default pre-payment account until it is applied to a charge. You will have the choice to choose which charges you would like the system to automatically apply the receipt to when that charge is created.
- It will automatically default to Any, which means that the receipt will be applied to any charge that is created, but you can change this by clicking the drop-down menu and selecting a different charge account. Please note that if you select None, that payment will not automatically be applied to a charge, and you will need to manually apply it to a charge after it is created.
- After reviewing, click the Green Save button at the bottom of the screen, or click the Save and Add Another button to record another tenant receipt on the same Lease.