Applying Credits in Propra
The Apply Credits feature allows you to easily allocate tenant credits—such as overpayments, early e-transfers, or manual payments—to the invoices they belong to. This keeps your receivables accurate and ensures tenant balances reflect the correct amounts.
When to Use Apply Credits
You can use this tool when a tenant has a credit balance on their financial ledger, for reasons such as:
They overpaid in a previous month
They sent an e-transfer before the invoice was created
You manually recorded a prepayment
Before applying credits, ensure that:
➡ The invoice exists.
Credits can only be applied to an invoice for a charge.
If no invoice is created, the credit cannot be used and will remain in Receivables.
How to Apply Credits
1. Go to the Receivables Page
Navigate to Accounting → Receivables.
2. Select “Apply Credits”
Click the Apply Credits button in the top-right corner.
Propra will automatically calculate:
Outstanding invoices
Available tenant credits
Any existing prepayments
If no matching invoice exists, the credit will remain unapplied.
3. Review Credit Calculations
You will see a summary of:
Credits found
Invoices available
Which credits will be applied automatically
Click the + icon to expand the details.
This allows you to:
View which prepayments were included
See which invoices Propra matched to the credits
4. Choose Deposit Account & Posting Date
Before you finish:
Select the deposit account the payment should belong to
Choose the posting date. If you are applying prepayments to rent, it is recommended to select the 1st of the month so that there will be no non-payment of rent lease violation recorded for that tenant
Then click Post.
This records the credit as an applied payment.
5. Editing an Applied Credit
If you need to adjust how the credit was applied:
Go to Paid Receivables.
Open any invoice included in the deposit. (click on the invoice)
Click the three-dot menu → Edit.
From here you can:
Reassign the credit to a different invoice
Use Show outstanding to apply the credit to other open invoices
Remove a specific invoice from being paid by the credit (e.g., if the credit was meant for rent only, not utilities)
This gives you full control over how credits are allocated.
How Credits Work With Autopay
If your organization uses Autopay:
✔ Autopay automatically applies credits
When a credit is set to Collect with Autopay, Propra will automatically apply the credit balance to any owing invoices before collecting funds from the tenant’s bank account.
❌ If you do not want a credit applied to an invoice
Turn off the toggle:
Collect with Autopay → Off
This prevents the credit from being applied to that invoice. This also means that Autopay will not collect the funds from the tenants account.