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How do I return overpayment to a tenant in AppFolio?

APM Help Blog

How do I return overpayment to a tenant in AppFolio?

By
April 13, 2022

AppFolio User Question:

How do i return overpayment to a tenant in AppFolio?

APM Help Answer:

Enter a charge on the tenant ledger for amount of the tenant refund. The GL account should be the clearing account. Once the charge is posted, make sure that the tenant payment is applied to the clearing charge. (If it's not automatically applied to the clearing charge, then reapply the receipt to the charge.) Then go to the tenant page and select "tenant payable" from the tasks on the right and enter the amount of the tenant refund and use the clearing GL account again. Save. Then pay the bill and issue the check to the tenant

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Question

How do I return overpayment to a tenant in AppFolio?

AppFolio User Question:

How do i return overpayment to a tenant in AppFolio?

APM Help Answer:

Enter a charge on the tenant ledger for amount of the tenant refund. The GL account should be the clearing account. Once the charge is posted, make sure that the tenant payment is applied to the clearing charge. (If it's not automatically applied to the clearing charge, then reapply the receipt to the charge.) Then go to the tenant page and select "tenant payable" from the tasks on the right and enter the amount of the tenant refund and use the clearing GL account again. Save. Then pay the bill and issue the check to the tenant

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