You can apply deposits and credits to unpaid invoices in the system. For this, go to the Transactions page or the Revenues/Expenses page on the Invoices tab.
Click on the "Money out" button and select the "Apply deposit" option from the list:
Choose the tenant, then select the lease number, and the system will display the list of all unpaid or partially paid invoices for the particular tenant and the available liability amount.
Note! Applying a liability amount is a record-keeping function and does not constitute an actual transfer of funds or payments.
Choose the invoice, type of liability, and the amount you want to apply. Click on the "Record as applied" button to save changes. The liability amount you've used will be moved to income. You can apply the deposit/credits partially, based on your needs.
You can apply the liability to unpaid/partially paid income invoices. If no invoice is displayed when you select the tenant, it means they have no unpaid/partially paid invoices.
Additionally, credits and deposits can be applied from the Transactions or Revenues -> Income tab by opening the invoice and selecting the necessary option from the Actions menu:
Fill in all the needed information and confirm the action:
The invoice ID number in the Payments & Activity indicates the actual transaction that has been used to apply the credits or deposits. You may click on it, and the system will redirect you to the original deposit/credit invoice. Recording this transaction ensures accurate account tracking, but it does not equate to disbursing funds to the tenant.
