How to re-assign a rent payment for the same tenant

This article is for when you have assigned a rent payment to the incorrect charge on a specific tenancy. This works for when you are using OpenBanking or logging payments manually. (This is not for when you have assigned a payment from OpenBanking to the wrong tenant.) 

Step 1 - Open the tenancy

Find the tenancy by using the search bar (or in the occupancy panel) and open their tenancy page by clicking on it, then scroll down or use the navigation bar to jump to the Rent Collection panel.

Step 2 - Identify the payment or charge to adjust

Click the 'View' button either directly on the payment line or on a rent charge item. This will open up the item and show you additional details, what you will see will be different depending on whether you have opened a payment (money coming in) or a charge (rent the tenant has to pay).

Step 3 - Open and click to dissociate 

If you have opened a charge you can click the 'Dissociate' button next to the association you want ot remove as shown below.

 

If you opened a payment you can click the 'Dissociate' button next to the association you want to remove as shown below.

Step 4 - Re-associate the freed up payment

The payment will now either by fully unassigned or partially unassigned depending on how it was associated and the action's you've taken. You can now re-assign this payment to a different charge by opening the payment (you again click 'View' - make sure you click view on the unassigned payment) and then you can click the 'Assign' button to associate the rent payment. You will be given the opportunity to choose which charge you want to associate the rent against.

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