Separate payment between 2 units
Comments
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Orkocean Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭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.4 -
teamcapitola Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭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!
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skinman Registered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭Yep.... void the receipt and reapply... if it's CC you'll have to do as the others suggested and add and credit charges.0 -
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!
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If it was a credit card deleting a payment in SL doesn't delete the payment from the card. Correct?
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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.JulieA said:If it was a credit card deleting a payment in SL doesn't delete the payment from the card. Correct?2
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