Collecting prepayments on a unit

The unit's prepayment tab displays information about any prepayments made by the tenant for that specific unit. These prepayments are typically collected during the move-in process.

Two methods for collecting prepayments:

• Adding to an existing invoice
• Adding from the unit rental page

Adding to an existing invoice

Note: This can be done if you have an existing (draft state) invoice on the unit rental page.

1. Locate the invoice (Draft state) you want to use for additional prepayment. Click on the "+" icon in the upper right corner.

2. Choose 'Collect prepayment'

3. Enter the prepayment period. You may also add a discount if you would like.

4. Confirm that all necessary line items are included in the invoice.

5. The prepayment amount will be added to the unit rental 'Prepayment' account.

Adding from the unit rental page

Note: This is only applicable if you don't have any existing (draft state) invoice.

1. Navigate to the specific unit you want to collect a prepayment for. Click the 3-dot icon in the upper right corner, and then choose "Collect rent prepayment."

2. Enter the prepayment period. You may also add a discount if applicable.

3. The system will automatically generate a prepayment invoice. Make sure to double-check the details added.

4. Depending on the customer's payment details; you can either charge the customer if they have their payment details added or send the invoice to process the manual payment.