How to Receive Payment/Apply Overpayment Credit 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.
How to Access Receive Payment Screen
1. From the navigation menu, select Accounting > Banking > Receive Payment.
Receive Payment Overview
2. Receive Payment Screen Overview
How to Apply Payment Without an Invoice
3. Select New Receive Payment.
4. Select the Company/Property field and choose the preferred company/property from the dropdown.
5. Select the preferred tenant from the Property/Tenant dropdown.
If you do not need to change the entity type, skip to step 8.
6. Select the Property/Tenant icon.
7. Choose the entity type from the radial menu.
For example, if you want to pay a property, select Properties.
8. Select the Payment Method field > Choose the payment method.
9. Select the Reference Number field > Enter the reference number.
10. Select Receive Payment without an Invoice.
11. Select the Payment field > Enter the payment amount > Select Save.
12. Select Due and Payment amounts are different > Select Issue a credit for the overpayment > Select Save.
13. Select the Memo field > Enter memo for payment.
14. Select Save.
15. If you receive a Validation Error, select the x.
Select the Entered Amount field > Enter the amount of the payment > Select Save.
16. Select the x.
How to Confirm Overpayment Credit
17. Select Credit Memos from the navigation menu.
18. Search for the tenant/property/company you just added the payment for.
You will see the created Overpayment.
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