How to Receive Payment: Moved Out Tenant

This guide provides a step-by-step process for posting payments for moved-out tenants. It includes selecting the right company/property and tenant, entering payment details (method, reference, memo, amount), and applying the payment to specific invoices. It also explains how to change the entity type if a payment needs to be applied to a property instead. Follow this guide to prevent errors and ensure correct invoice matching.

17 steps

How to Access Receive Payment Screen

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

Receive Payment Overview

Receive Payment Screen Overview

How to Apply Payment from Moved Out Tenant

⚠️ **Before proceeding, confirm the following:** - Does the tenant have a **remaining ledger balance**? - Are there **security deposit funds still held**? - Is a **forwarding address on file**? 👉 It is strongly recommended to resolve or verify these items before completing the move-out to ensure accounting and compliance accuracy.

Select **New Receive Payment**.

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

Select the **Property/Tenant icon**.

Select **Tenant** > **All.**

Select the **preferred moved out tenant.**

🔍 **Review before continuing:** - Check the **tenant ledger for open balances** - Confirm **security deposit status** 📌 Moving out a tenant with unresolved balances may affect reporting and collections.

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

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

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

Select the **Entered Amount field** > Enter the **payment amount.**

Select the **checkbox(es)** next to the invoice(s) for which payment has been received.

Select the **Payment** **field** > Enter the **amount of payment** for each invoice > **Save.**

🚨 **Final Check Before Move-Out** Please confirm: - ✅ Ledger balance has been reviewed - ✅ Security deposit has been accounted for - ✅ Forwarding address is correct or updated ⚠️ Once moved out, correcting these items may require additional steps.

Select **Save.**

You'll receive a success message, select the **x**.

📌 **Recommended Follow-Up Actions:** - Process **security deposit disposition** - Send **final statement to forwarding address** - Address any **remaining balances or refunds**

How to Change Entity Type

If you need to change the entity type, follow the steps below.

Select the **Property/Tenant icon**.

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

How to Receive Payment: Moved Out Tenant

17 steps

How to Access Receive Payment Screen

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

Receive Payment Overview

Receive Payment Screen Overview

How to Apply Payment from Moved Out Tenant

Select **New Receive Payment**.

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

Select the **Property/Tenant icon**.

Select **Tenant** > **All.**

Select the **preferred moved out tenant.**

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

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

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

Select the **Entered Amount field** > Enter the **payment amount.**

Select the **checkbox(es)** next to the invoice(s) for which payment has been received.

Select the **Payment** **field** > Enter the **amount of payment** for each invoice > **Save.**

Select **Save.**

You'll receive a success message, select the **x**.

📌 **Recommended Follow-Up Actions:** - Process **security deposit disposition** - Send **final statement to forwarding address** - Address any **remaining balances or refunds**

How to Change Entity Type

If you need to change the entity type, follow the steps below.

Select the **Property/Tenant icon**.

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