Sometimes we want to be sure that payment is not accepted or that it is accepted after the user entering it is made aware of a situation.

Block Manual Receipts

To block manual payments, navigate to any given occupancy and click Edit.

In the top right, you'll see a Holds section.

If you check the "Manual Receipt Block" box, the system will not allow a manual receipt to be created for the given occupancy. Moreover, if you enter a "Manual Receipt Block Note", it will display the note to anyone that tries to create a receipt for that occupancy.

This is what someone trying to create a manual receipt will see:

Notice the error below the occupancy select field.

NOTE: Portal payments can still be made if you have Manual Receipt Block checked. You must separately block those - or vis versa: only block portal payments.

Block Portal Payments

To block portal payments, you navigate to any given occupancy and click Edit.

In the top right, you'll see a Holds section.

If you check the "Portal Payment Block" box, the system will not allow a portal user to make a payment to you. You can also add a "Portal Payment Block Note" for your own reference. However, this note will not be displayed to the portal user.

This is what the portal user will see:

NOTE: Recurring payments will also be blocked while this box is checked. They will be re-enabled if it is unchecked.

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