How to Reimburse a Security Deposit to a Tenant – Proprio Expert How to Reimburse a Security Deposit to a Tenant - Proprio Expert

How to Reimburse a Security Deposit to a Tenant

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Steps to Follow

Note: You must do this even if you entered the security deposit at the beginning of the lease.

1. Go to the “Accounting” tab and the “Collections” subtab.

2. In the selector at the top left, select the unit you want to modify.

3. Click on “Invoicing” at the top right.

4. Make sure that the invoice is assigned to the right company, property, and unit.

5. Tick “Lease” in the “Assignation” column.

6. Type “2115 – Cashed Deposit” in the “Account” section.

7. Describe the deposit in the “Description” section (example: “reimbursement of a security deposit”).

8. Enter the amount of the deposit as a negative amount.

9. Select the date of the deposit (the day that you reimburse the deposit).

10. Click on “Finish.”

11. In the “Collections” subtab, tick “Balance at Zero” to see the reimbursement.

12. Enter the date of the reimbursement and the “payment” method.

13. Click anywhere to update the balance. It should be at zero.

You have now reimbursed a security deposit.

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