To create a and make a tenant refund payment you should go through a 3-step process.

Add the tenant’s bank details

To add bank details for a tenant you should:

• Click tenants on the side menu

• Find the relevant tenant

• Click actions

• Select edit

  

• Scroll down until you see the bank details section and enter the relevant details

  

• Now click save

Create the refund

You will then be redirected automatically to the tenant view page. From this page, you can now create the tenant refund.

• Click the refund button on the left hand side of the page

  

• A window will then pop up asking you to enter the following details:

  • Refund reference: the reference must be between 6 and 18 characters and must not contain symbols other than hyphens or blank spaces
  • Refund reason: this is the refund description
  • Refund amount: the amount you want to refund to the tenant

• Finally, just click ok

• The page will refresh and you can verify that the refund is correctly created by clicking the refunds tab

  

Create and approve the payout