Adding a transaction
This is for a scenario where you have a one off transaction for the tenant on the tenancy statement so a charge would need to be created manually https://www.youtube.com/watch?v=aJB7c4v6Hjs
Step 1
Click on the tenancy button on the left hand side > click on the tenancy you wish to add this one off transaction to & you will directed to the page below:
Click on the 'Add Transaction Button'
Step 2
You will then be directed to the 'Add New Transaction' page. Fill in all the gaps as you would normally add a transaction. If you are unsure of how to do this, please refer to the video above:
Step 3
Step 4
Editing a transaction
This is for a scenario where you already have a transaction on the statement but have not sent the payment request to the tenant but you wish to do so. https://youtu.be/3nNPvUj0RAc
Step 1
Go into the tenancy statement as per the picture below & click on the drop down arrow on the right hand side of the relevant transaction:
Step 2
Click on 'edit transaction'
Step 3
Scroll down to the bottom for the edit transaction page & ensure you have the correct bank account before sending the payment request.
Step 4
Step 5
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