Occasionally, you may need to create an Adjustment on what a tenant owes. Propertyware allows you to create an Adjustment as either a miscellaneous charge, or as a general credit to the tenant ledger. Later,  when you record a tenant payment, you will apply these adjustments to the payment itself.

Creating an Adjustment

1. Locate the lease by using search or the Lease Navigator.

2. Click the Tenant Ledger button on the Sub-Navigation Bar.

3. Click the Refund, Discount, Adjustment button above the Tenant Ledger table.

4. The Record Refund, Discount or Adjustment window appears; click the Adjustment radio button.

5. Enter the Amount, Date, and any Comments for the Adjustment.

6. Click the Save button.

7. The Adjustment now appears on the Tenant Ledger as an unpaid charge.

Applying an Adjustment

1. Locate the lease by using search or the Lease Navigator.

2. Click the Tenant Ledger button on the Sub-Navigation Bar.

3. Click the Record Payment Received button above the tenant ledger table.

4. Enter the payment information and check the items that you would like to mark paid.

5. Any discounts and adjustments on the Tenant Ledger will appear in the Discounts and Adjustments section. Select the checkbox in the "Apply" column to apply the discount to the tenant payment.

6. The Payment Summary shows the total of the amount received from the tenant and the discount applied to the payment received.

7. Click the Save button to record the payment with the applied discount.