Repayment Agreements track the amount a tenant has paid toward their pre-negotiated and signed agreement. This feature allows the user to setup an agreement, enter payments made toward the repayment plan, and view the tenants history of repayment.
Video Demonstration:
Step by Step Instructions on Setting Up a Repayment Agreement
- Navigate to the household you want a repayment agreement for
- Click the Households Tracking tab.
- Click on the Repayment Agreements link.
- Click the "Set up new Repayment Agreement" button. The new Repayment Agreement setup will then run.
- Fill in all required fields:
Step by Step Instructions on Making a Payment for the Repayment Agreement
1.. Make a payment for the amount that a tenant has paid.
2. If the household has a repayment agreement, upon completion of the payment, an alert will appear prompting the user to navigate to the tenants Repayment Agreement details page.
3. Click the "Yes, take me there" button.
4. You will then be navigated to this screen:
5. Click the "Make Payment Button.
6. Enter the date, amount paid toward repayment agreement, then click the checkmark.
7. The payment will now be listed in the payment history for this agreement, and the new balance will be reflected in the overview for the repayment agreement.