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How do I apply a tenant's security deposit to an outstanding charge?

Updated over 2 months ago

In some cases, you might wish to apply all or part of a security deposit to an open charge. You can do this by creating a negative charge to the deposit charge code and then linking the negative charge to the open charge with a zero receipt.

To apply a security deposit to an open charge

Start at the Tenant screen. In this example, we show a tenant with an outstanding charge of 300.00 and a deposit of 1,000.00

Click Add Charge. The Add Charge screen appears.

In the Charge Code field, select Deposit. Enter a negative amount. Click Save.

In the Tenant screen, click the Receive Payment button. The Receipt screen appears.

In the detail section, Breeze shows both the negative charge and the outstanding charge. Please ensure the Total Amount field is $0.00.

Click Save.

Breeze creates a Zero Receipt.

On the Tenant screen, you can see that the deposit has been reduced by the amount of the negative charge.

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