How do I record the receipt of a tenant payment?

Tenant receipts are recorded through the Bank area of Affinity.

To record a receipt:

1. From the main menu select Bank.
2. Select Tenant Transactions.
3. Select the tenant account by either:
   • choosing the account number from the drop-down list, or
   • typing the account number into the search box until the correct account appears, then pressing Enter.
4. Select the Receipts (Incoming) tab.
5. Enter the receipt details.
6. Click Submit Receipt.

The following fields are required:

Transaction Types

Select the transaction type that best reflects the source of the funds:

• Tenant Payment – A payment received directly from the tenant.
• Benefit Payment – A payment received from the relevant Local Authority or Council on behalf of the tenant.
• Security Deposit – A payment received towards the tenant's security deposit.

Optional Fields

Source records how the payment was received, for example Cash, Direct Debit, Standing Order or Online Payment.

Reference can be used to record a lodgement or transaction reference.

Description can be used to record any additional information relating to the receipt.

Note: Affinity automatically calculates how Tenant Payment and Benefit Payment receipts should be allocated across the tenant's recurring charges. You can review and amend this allocation before saving the receipt. For more information, see Bank Area → Tenant Transactions – Receipts.