A mistake was made...
mistore
Registered User ✭✭✭
Here is the situation that I would like to solicit help on;
A payment was made and applied to the wrong account (one unit). The account it should have been applied to has two units.
Via Ledger Adjustments, I can go back and transfer that payment to another unit, but I can not split it across the two units. This gives me the situation where one of their units is prepaid, while the other is delinquent.
Is there a cleaner way to do this?
A payment was made and applied to the wrong account (one unit). The account it should have been applied to has two units.
Via Ledger Adjustments, I can go back and transfer that payment to another unit, but I can not split it across the two units. This gives me the situation where one of their units is prepaid, while the other is delinquent.
Is there a cleaner way to do this?
0
Comments
-
I would void the payment/receipt. Repost as if it were the first time posting it, to the correct account, applying it to both units.2
-
I'll go back and try it again, but I don't think it will let me as this happened five days ago and (multiple) Daily Closes have been done.0
-
Yea, the original post date was 10/1. I though maybe I could transfer it over to one of their units, and then void it out, but no dice. The original post date follows it.
0 -
MamaDuke7 Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭You'll have to credit the second unit and add a charge back to the first for that same amount in order to even it all out.1 -
I ended up just transferring it all to the (higher rate) unit, and checking "never lock out". I figure when he pays the next months charges, it will even out and I will uncheck his lock out status.
It is clunky, and not ideal, but then so was everything else.
1 -
themage Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭I believe you can also use the NSF Reversal function to undo the payment, and then re-apply the payment correctly. Just make sure to uncheck the NSF fee and the "Increment This Tenant's total NSF" when you process the reversal.2
Categories
- All Categories
- 2 What's New
- SiteLink Community Discussions
- 2K SiteLink General Discussions
- 81 SiteLink myHub
- 48 Lead to Lease
- 16 Price Optimization
- 36 SiteLink Certified Professional
- 181 How-To's
- 97 Training Videos
- 7 Other Resources
- 75 SiteLink, SpareFoot & storEDGE merge
- Self-Storage Operations
- 65 Starting Out in Self-Storage
- 3 3rd Party Management
- 223 Regional Discussions
- 187 Miscellaneous Discussions
- 38 Industry Webinars
- SiteLink Marketplace
- 62 Self-Storage Website Design & Listing Services
- 33 Credit Cards & Payment Processing
- 31 Self-Storage Call Centers & Kiosks
- 46 Notifications, SMS & Phone Integrations
- 92 Self-Storage Insurance, Legal & Auctions
- 11 Self-Storage Revenue Management & Analytics
- 24 Gates & Access for Self-Storage Facilities
- 10 Ancillary Services for Self-Storage Facilites
- Self-Storage Times
- 62 News
- 31 Opinion
- 146 Lifestyle