If you have received an overpayment, you can allocate it to a charge in the “Banking” tab easily. Click on the payment that you would like to match to a transaction.
Select the “find other records” button. If you can’t find the charge you wish to match this payment to, toggle the “Suggested matches” tab near the top of the screen.
Note: Ensure the date range selected is correct.
Ensure you enter the FULL AMOUNT of the payment you have received into the text box and save. Then go to Arthur to sync this information.
You can view all unallocated Receipts by going to Financials > Tenant Invoices.
Here you can filter to see your unallocated receipts.
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