Receive Tenant Payment

This task creates a pending payment, it does not post the payment to the household's Receivables tab/ledger. You will still need to include it in a tenant payment batch in the Accounting Detail.
If the Separate Payment Batches for Receivables and Deposits" parameter is selected at System Administration > Maintain Lookup Tables - Business Constants, you will not be able to receive a single payment that is applied against both a receivable open item and a deposit open item. You will receive an error message saying that "The current business constant settings do not allow both receivables and deposits in the same payment."

Review Pending Payments

To assist you in preventing the recording of duplicate payments for the household, this step of the task will list any pending payments that have been created but not yet included in a Payment Batch at the Accounting Detail > Payments tab. Review this list to make sure that you are not duplicating a payment that is currently pending.
If this is a new payment to record, click Next.
- If the payment has already been recorded, click either the or icon to back out of the task.

Add New Payment

The Household ID, Name, community, and unit are pre-filled for you with the current household's information.

Select the Payment Method from the drop-down list.
- This task will fail, preventing a tenant payment from being recorded, when a Payment Method is not selected.
Enter the amount of the payment.
Enter an optional Memo.
If a household has had a Financial Warning Note added to their Notes Tab, a Household has Financial Warnings message will be displayed on the Add/Edit Payment window along with a View link to display text of the Financial Note.
If a household is in process of eviction, you will see the message Eviction in Progress. This message will be displayed for a household as soon as they've been Sent a Notice to Quit from the Occupancy and Compliance Detail > Legal tab or the Household Detail > Legal tab.
- If the Legal Method defined at System Administration > Maintain Lookup Tables specifies that payments are not allowed while a household is under eviction, then you will also see the message "Payments Not Allowed" and you will get an error message preventing you from completing the task.
Check the boxes under the Pay? column for the receivables to which you want this payment applied. If you want to add a new receivable click the Add button on the right side of the screen in the Receivables title bar, a screen will pop up to enter the new receivable charge.

This link is only available if you have access to the Add New Receivable task on the Household Detail > Accounting > Receivable tab. Access is defined at the System Administration > Define Access tab.
Rent will not appear in the Charge Type drop-down list, as Rent can only be charged by a scheduled item that is created by a certified transaction.

If you are receiving an amount as unapplied or prepaid click the Add button on the right side of the screen in the Unapplied or Prepaid Items section, a screen will pop up to enter an unapplied payment, unapplied deposit, or prepaid payment.
When you have finished applying the payment and the amount of remaining credit is $0.00 click Next.

Print Options

To print a payment receipt for the tenant check the box under the Print column next to the document name.
- You can also use the Select All and Deselect All links to help in making your selections.
- Documents included in the "Receive Tenant Payment" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.
Enter the number copies you want in the Copies column.
You can preview the receipt by clicking the preview icon.
Click Finished to print the receipt.
- After completing this task, this tenant receipt is considered a Pending Payment and will not impact the household's open items/accounting until it is included in a processed Payment Batch at the Accounting Detail > Payments tab with the Start New Payment Batch task.
- Pending Payments for all household's in a community or all communities you are authorized to see, are displayed on the Accounting Detail > General tab in the Unbatched Tenant Payments To-Do List Activity.