How to Record a Tenant Receipt

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 portal

• Go to the "Record Tenant Receipt Page"
• • On the top of the page, click on the Quick Actions menu button and then click on Record Tenant Receipt

OR

• • 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
• • 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.