How do I record a payment from a tenant account?

Tenant payments are recorded through the Bank area of Affinity.

To record a payment:

1. From the main menu, select Bank.
2. Select Tenant Transactions.
3. Select the appropriate 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 Payments (Outgoing) tab.
5. Enter the payment details.
6. Click Submit Payment.

The following fields are required:

Transaction Types

Select the transaction type that best reflects the payment being made.

• Tenant Refund – A refund paid directly to the tenant.
• Benefit Refund – A refund paid to the relevant Local Authority or Council.
• Return of Security Deposit – The repayment of a tenant's security deposit.

Optional Fields

Reference can be used to record a cheque number, bank reference or other transaction identifier.

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

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