Who is this guide for?
For the building manager who deals with residents who pay in advance or more than required.
What is the resident’s wallet?
The wallet is a balance saved in the resident’s name within the system, which is later used to pay his dues instead of paying in cash again. Each resident has a separate wallet for each fund.
Example: The resident has to pay 300 dinars for maintenance, so he pays 500. The surplus is 200. If you choose to add it to his wallet, then when next month’s maintenance due is 20 dinars, you can pay it from his wallet, leaving him with 180.
When does a balance enter the wallet?
- When registering an invoice payment from a resident that has a surplus and activating Add the surplus to the resident’s wallet.
- When an advance or general payment without a link and activation of add the amount to a balance in the resident’s wallet.
- When distributing to multiple residents and choosing to add the share to the wallet.
Where do I see the wallet balance?
- From Building Operations ← Floors Open the apartment, and you will find for each owner and tenant the Wallet and its balance for each fund.
- On the resident’s page (financial file) when you click on his name.
Important notes
- If you do not activate the wallet option, the surplus remains general income for the fund and is not counted for the resident.
- The wallet balance is already in the fund; The wallet only remembers that it is “the resident’s right”.
- Canceling the invoice that added the balance deducts it from the wallet.
Who is this guide for?
For the building manager who tracks residents’ prepaid balances from the mobile phone.
What is the resident’s wallet?
A reserved balance for the resident that is used to pay his upcoming charges. Each resident has a wallet for each fund.
Example: He owes 300 and pays 500 ← The surplus 200 goes to his wallet if you activate Add the surplus to the resident’s wallet. Next month, the maintenance due is 20 dinars paid from the wallet, leaving 180.
When does a balance enter the wallet?
- When adding an invoice payment from a resident with a surplus and activating the wallet option.
- When distributing to multiple residents and choosing a wallet for the resident.
- When transferring a balance from another resident.
Where do I see the wallet balance?
- Click the Units tab and open the apartment.
- Click on the landlord or tenant to open their financial file; You will find Wallet Balance and Pending Receivables, a Wallet section with the balances of each fund and Wallet Movements (charge balance, payment of due, incoming/outgoing transfer, refund).
Important notes
- Without activating the portfolio option, the surplus remains income for the fund only.
- Canceling the invoice that added the balance deducts it, and the balance may become negative if the resident has used it.