Separate payment between 2 units

ShareC13

How do I go about dividing a payment already made between 2 units? I didn't click on one unit number and then the other when I received the payment and it all went to one unit. so one unit is paid for 2 months instead of both units paid for 1.

Orkocean

Easiest way if you have the access is just simply delete the payment and run it again. If it's a credit card you would need the information again. If it's cash/check you already have what you need. More complicated way would be to manually add a rent charge back to the one which was paid for 2 months and credit the other one to balance them out. 

teamcapitola

If you haven't performed a close, delete the payment and reapply it.

If you have already performed a daily close you are going to have to do one of two things depending on your accounting people & permissions levels.

1. NSF the payment, then reapply it across the two units. Easy way to get around the "set in stone" thing a daily close creates. Make sure to uncheck the "add fees" & "add to number" when you do the NSF since its not actually a returned check!

2. You can use admin adjustments and credits to spread it across the units.

I usually do the NSF thing if it is 2 linked units. I'm sure there are other creative ways to do this, so wait and see who chimes in!

skinman

Yep.... void the receipt and reapply... if it's CC you'll have to do as the others suggested and add and credit charges.

Sue_C

Orkocean said:

Easiest way if you have the access is just simply delete the payment and run it again. If it's a credit card you would need the information again. If it's cash/check you already have what you need. More complicated way would be to manually add a rent charge back to the one which was paid for 2 months and credit the other one to balance them out. 

teamcapitola said:

If you haven't performed a close, delete the payment and reapply it.

If you have already performed a daily close you are going to have to do one of two things depending on your accounting people & permissions levels.

1. NSF the payment, then reapply it across the two units. Easy way to get around the "set in stone" thing a daily close creates. Make sure to uncheck the "add fees" & "add to number" when you do the NSF since its not actually a returned check!

2. You can use admin adjustments and credits to spread it across the units.

I usually do the NSF thing if it is 2 linked units. I'm sure there are other creative ways to do this, so wait and see who chimes in!

JulieA

If it was a credit card deleting a payment in SL doesn't delete the payment from the card.  Correct? 

Sue_C

JulieA said:

If it was a credit card deleting a payment in SL doesn't delete the payment from the card.  Correct? 

Yes @JulieA that's correct. Neither a void nor NSF reversal will remove the transaction from the credit card processor. During a void however, the user will receive a prompt asking if you'd like to refund the credit card. If chosen, the payment can be deleted and refunded all at once.