To manage Section 8 payments, create a Credit Note Schedule and make sure available credits are applied automatically to outstanding invoices.
Create a Credit Note Schedule
Go to Tenants and select the tenant you want to manage.
Select the appropriate lease tab, then click Future.
Click New Schedule.
Select Credit Note as the transaction type.
Complete the relevant schedule fields and save your changes.
The new schedule will appear on the tenant's Future tab.
Verify the Automatic Action
An automatic action should apply credits automatically to invoices. This action is enabled by default for most new accounts.
Go to Settings > Automatic Actions.
Look for the Automatically apply available credits action.
If it is present, confirm its settings and no further setup is needed.
This automation is especially useful for tenants enrolled in autopay, ensuring available credits are applied before billing occurs.
Create the Automatic Action
If the action is missing:
From Settings > Automatic Actions, click New Automatic Action.
Enter a name. The default name is Automatically apply available credits.
For Trigger #1, select When there are outstanding invoices.
Click Continue.
Set Condition #1 to Always, then click Continue.
Set Event #1 to Apply credits to outstanding invoices.
Set Apply To Option to All Outstanding.
Select the credit types to apply.
Click Save.
After returning to the Automatic Actions page, open the action and confirm that its settings are correct.