To cancel a repayment arrangement from a rent account

The procedure to cancel a repayment arrangement from a rent account is as follows:

1. Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
4. Double-click on the specific agreement against which an account repayment arrangement has been agreed. The Agreement Details window is displayed.
5. Click on Accounts. The Accounts tab is activated.
6. Double-click on the specific account against which a repayment arrangement is to be cancelled. The Account Details window is displayed.
7. Click on Arrangements. The Arrangements tab is activated, revealing a list of all repayments associated with the account in the Arrangement summary table.
8. Highlight the specific row matching the repayment arrangement to be cancelled.
9. Click on Cancel Repayment Arrangement. The status of the repayment arrangement is updated to Cancelled.
10. Click on Save.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

See related topics...

Rents account payment processing overview

To make a repayment arrangement for a rent account

To define the user profile

Using the search facility