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How do I handle billing settlement (deposit deduction, refund, etc.) during a tenant's check-out?

Use [Billing Settlement] on Web during [End Tenancy] to settle the tenancy's final meter items, outstanding charges, and deposit follow-up before you finish the move-out.

Entry:

  • Web: [Rentals] -> [Tenant Tenancies] -> open the tenancy -> [Move-out Notice] -> [Move-out]
  • App: The current App does not provide the [Billing Settlement] stage for tenant check-out.

Web​

Step 1 Open the tenancy, complete the required [Move-out Details], then select [Next step] to enter [Billing Settlement].

Billing Settlement step

Step 2 Review the settlement blocks shown for the current tenancy:

  • [Meter Settlement]
  • [Outstanding Charges]
  • [Deposits Held]

Step 3 Handle each section as needed:

  • In [Meter Settlement], complete and submit any pending meter rows.
  • In [Outstanding Charges], use [Receive Payment and Apply] when you need to record a payment against an unpaid charge.
  • In [Deposits Held], use [Withhold Deposit] to offset unpaid charges, or [Refund Deposit] when a refundable deposit balance remains.

Step 4 After the current tenancy no longer has pending meter rows, select [Next step] to continue to [Confirm End Tenancy] and review any remaining collection or refund follow-up before you finish the move-out.

App​

The current App does not provide a [Billing Settlement] page for tenant check-out. The current App check-out flow goes from notice or confirmation details directly to check-out confirmation, without the Web settlement blocks for meter settlement, outstanding charges, or deposit handling.

Platform differences​

  • Web supports the full [Billing Settlement] workflow for [Meter Settlement], [Outstanding Charges], and [Deposits Held].
  • App currently does not provide the matching settlement stage for deposit deduction, refund, or outstanding charge collection during tenant check-out.

Note:

  • [Meter Settlement] can show a pending count. Completed meter rows must be submitted before you can move to the next step.
  • [Deposits Held] can show [No Data] when the current tenancy has no refundable deposit balance.
  • The final confirmation step can still show remaining outstanding charges or remaining deposit to refund, so you can decide whether more follow-up is needed after the move-out is submitted.