How to Receive Payment/Create Credit Memo (Overpayment) Without an Invoice

This guide shows how to record a tenant payment when there’s no invoice to apply it to, including entering payment details, handling overpayments, and creating the resulting credit memo. It also explains where to confirm the overpayment credit and how to change the entity type (tenant vs. property) if needed. Follow it to ensure payments are saved correctly and credits are tracked.

17 steps

How to Access Receive Payment Screen

From the navigation menu, select **Accounting** > **Banking** > **Receive Payment**.

How to Apply Payment Without an Invoice

Select **New Receive Payment**.

Select the **Company/Property** field and choose the preferred company/property from the dropdown.

Select the preferred tenant from the **Property/Tenant dropdown**. If you do **not** need to change the entity type, skip to step 7.

Select the **Property/Tenant icon**.

Choose the **entity type** from the radial menu. *For example, if you want to pay a property, select **Properties**.*

Select the **Payment Method field** > Choose the **payment method.**

Select the **Reference Number field** > Enter the **reference number.**

Select the **Memo field** > Enter memo **for payment.**

Select **Receive Payment without an Invoice.**

Select the **Payment** **field** > Enter the **payment amount** > Select **Save.**

Select **Due and Payment amounts are different** > Select **Issue a credit for the overpayment** > Select **Save.**

Select **Save.**

*If you receive a **Validation Error**, select the **x.*** Select the **Entered Amount field** > Enter the **amount of the payment** > Select **Save.**

Select the **x**.

How to Confirm Overpayment Credit

Select **Credit Memos** from the navigation menu.

Search for the **tenant/property/company** you just added the payment for. You will see the created **Overpayment**. If the box is unchecked, the overpayment has not been applied.

Related tutorial(s): [How to Adjust/Remove a Credit Memo from Deposited Payment](https://support.raamp.com/wiki/204)