If a tenant wants to pay any upcoming scheduled transactions in the system, a pre-payment must be created.
Before doing so, the tenant's profile must be free of any current invoices. If there are any current invoices they must be paid off first.
From the Accounting -> Tenants tab, select the tenant you want to create a Pre-Payment for.
Under the Make a Payment Line, enter the correct payment information. Click Make Payment when done.
A confirmation message will appear, click Okay. Then a second confirmation message will notify you if you want to apply the amount that was recently paid for to the next scheduled transaction in the Future tab.
Clicking No will apply those funds as a credit to the tenant's account. The credit will now be able to be used on any future invoice. You can view the credit in the the tenant profile.
Once an invoice become available you can apply those credits by clicking on Credits Available button just above the Make Payment option.
A pop up screen will appear to apply the available credit. Since it was categorized as a pre-payment, click on the Pre-Payment button on the top of the screen
You will be able to choose which prepayment, and invoice you want to use if there are more than one. The outstanding balance will display as well.
Once properly selected, enter the amount you want to apply and click Apply.
You will also be able to view the payment and invoice in the transactions tab of the tenant profile.
Clicking Yes to the Apply Credits to next scheduled transaction prompt will apply those funds automatically and will move the next scheduled invoice to the date entered in the payment line. You will be able to view the payment along with the future invoice paid in the Transactions Tab of the tenant profile.
Funds for the amount will be automatically available in the the accounting sheet of the company and management fees will be able to be calculated as well if you have automatic deposits. Or it would be available to be deposited into the account.
If the funds are less than the next scheduled transaction than an outstanding invoice will be made available and due at its original scheduled date. If funds are greater than the next scheduled transaction, remaining funds will be applied to the the transaction after that.
Tenants will also be able to make future payments through their tenant portal as well, however those future invoices must be made current in the system in order for they have something to pay.
You can view how to do this on our Future Invoices article.