This article looks at closing a tenancy and returning the deposit.
Closing a tenancy relates to tenancies that are:
This new flow can be used for:
Tenancy record>Close tenancy
This opens the closing tenancy screen where you will be able to add the deposit.
*Please note if 0.00 shows as a deposit and you have got a deposit see troubleshoot closing tenancy
At this point, you are able to split the amount amongst the tenants but in the case below, there is one tenant on the tenancy.
Add in the full amount of the deposit to be refunded and confirm.
Add any deductions.
Continue to add or save as a draft to return at a later date.
The next page will allow any action that has been built to go live.
Once completed the remittance will show on the tenancy statement.
This will move to our new closing tenancy payment list in due course.
Until we have the payment list go to the tenancy > statement>remittance>print
Building automation to accompany the closing tenancy could be an email to the tenants outlining the transactions to be returned. To build these go to prefrences>automation>tenancy>closing tenancy
This article is linked to understanding automation.
Add action to a system trigger
Create an email that includes the variable Total Refundable. This is linked to adding actions to triggers
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