How to bill for a deposit

• Navigate to the Accounts, Account Dashboard 
• Select the Account you wish to bill a Deposit on
• View the account from the Accounts Dashboard 
• On the Tenant Account, you can select the Bill Deposit option from the Options drop-down menu as shown below:

• The system will fetch the Deposit information that you entered on the Lease and open a form where you can review and edit the deposit values. It is possible to amend any amounts at this stage, if you entered it incorrectly on the lease. See example below:

• Click Bill Deposits to bill the Deposits to the Tenant Account against the Deposit Category. Note that the system will create one transaction for every type of deposit. See example below:

• Note: Creating the invoice does not send out anything to the tenant- they will only see this on their statement once sent by you. 

Video tutorial: