Income Form
Buttons Act as Hyperlinks

Use this form to record rent collected and print rent receipts. Recurring charges from the Tenant Rent Folder will appear here on the appropriate date, based on the beginning charge date, and frequency of each charge. You can also add one-time charges. Here you collect rent, with late fees calculated for you. You can also collect rent paid early or in arrears.

To select a tenant record	Display the name of the tenant whose rent was collected by pressing the down arrow beside the Name box. An alphabetical listing of tenants will be displayed. Double click on the name desire. If you know the tenant’s last name, you can begin to type it in and the highlight bar will move to the correct name. Press Enter on your keyboard to select the name.
To select an address record	To collect rent by address, press the down arrow beside the address box. A list of buildings and units will appear. Click on the desired unit, and that unit’s rent information will appear.
To collect a payment	After you have selected the tenant or unit, you will see the list of outstanding charges in the payment detail grid below. First record the date of the payment in the "Date Paid" field. Below the date paid field you will see fields to record the amount of any check cash and/or credits. Any notes about check number, or reason for the credit can be recorded in the boxes to the right of those fields. After the payment amount is entered, push the Enter key on your keyboard. This will apply the payment amount to the charges listed below. If the charges are applied correctly, push the Enter key again to save the payment. If you want to apply the payment to the charges differently, type over the amounts you want to change. Click on Done, and the payment will be saved and moved to the payment history box shown to the right.
To add a one-time charge for a tenant	Go to the Payment Detail Box. Select "Chrg Date", and type in the date that you want this charge to be added to the tenant’s record. Tab over to the "Outstanding Charge" field and click on the square in that field. A drop down box will appear. From the list, choose the type of charge by double clicking on the one you want. (If a charge you want is not listed, see Menu Bar: File for changing the Chart of Accounts.) Tab over to the "Amt Left" field, and type in the amount of the charge. Click on Done to add the charge. Now you can collect for the charge today or in the future.
To add an old unpaid balance to the list of tenant’s charges	When setting up a tenant for the first time, there may be an unpaid balance remaining from charges the tenant has accrued before you began setting up RentRight. These unpaid charges can be set up exactly the same as a one-time charge, described above. You will need to add an income category called, Outstanding Balance, by going to Menu Bar: File, and choosing Chart of Accounts. Once you have added that income category, simply choose it for the "Outstanding Charges" field.
To see the original charge and all payments made toward it	Put your cursor over the remaining charge amount. A pop-up box will appear with the original charge and all payments listed.
To delete a charge	Click on the appropriate line that the charge occurs on. Now press the directly above the Payment Detail Box.
If a tenant pays ahead	You will need to add next period’s charges, because charges in the future do not yet show up in the list of outstanding charges. You need to click on the Charge-A-Head icon to select how many days in advance you want to add charges. A form will appear. First click on the arrow to the right of the Period field and you can choose from a list of period time frames. Choose the appropriate period, and below, type in the number of periods. For example, a tenant who is charged for monthly rent may want to pay ahead 3 months. Choose monthly for the period, and 3 for the number of periods. Now the upcoming three rental charges will be displayed so that you can collect the payment and apply it to the correct charges. Push Done to complete.
To review or change a previous month's payment information	Click anywhere in the row of the payment history box you are interested in, and that payment information will be displayed in the Payment Detail Box. The original payment and charges will be displayed along with the current unpaid charges. Review or change the payment information, and click on Done to save changes or complete the review. WARNING: Any changes made while a selection is highlighted in the Payment History Box will change that month's record. To undo changes, click again on the highlighted row of the History Box, or click on the Cancel button.
To delete a previous payment from the Payment History Box	Highlight the entire line that the charge is on by clicking on the desired line. Now, click on the Large blue X directly above the Payment History Box.
To delete a payment due to non-sufficient funds	Highlight the appropriate payment from the Payment History Box, and then click on the NSF button. This will delete the payment information, while preserving the original charge. It will also apply a NSF charge for the bounced check.
To set up the NSF amount	If the NSF button has a zero amount on it, click on the button and a box will appear in which you can set the NSF charge at any amount you want. If there is an amount in NSF that you would like to change, go to Menu Bar: Tools, and select Options, Set NSF amount, and make the change.
To print a receipt	Click anywhere in the row of the payment history box you are interested in, and that payment information will be displayed in the Payment Detail Box. Now press the or go to Menu Bar: Reports to choose Print Receipt.
To print a custom message on the bottom of the receipt	Go to the "Add a Message" area at the bottom of the INCOME Form. First push the and then type the message in the space provided. You can add as many messages as you wish, and select different ones for each receipt if desired. The message chosen for a specific receipt will be stored with that payment information. For example, if you reselect an old payment to view it, the message highlighted is the message you printed with that specific receipt.
To print a payment history report	From the Menu Bar: Reports choose Payment History for a report while in the INCOME FORM. You can also print from the REPORTS FORM.
To make changes to color codes	Click anywhere on the color code chart on the upper right of the INCOME FORM. An edit form will appear. You can change the caption for each time period by typing over the caption displayed. Change the start day of that time period also by typing over. Click on the color square to change the color associated with that number of days late. Press OK when you have selected the new color. FOR THE COLOR BLIND: Go to the Menu Bar: Options while in the INCOME FORM and select Color Code Caption. The next time you open the INCOME FORM, the numbers associated with each color will now be displayed in the color squares so you can identify the lateness of each payment.