When a tenant pays only the tax portion of an invoice before the net amount, you can allocate the payment specifically to the tax line. This feature must be enabled in your Client/Trust Account settings before use.
Step 1: Enable the Feature
Navigate to Settings.
Select Client / Trust Accounts.
Click Edit Client / Trust Account.
Tick Allow payments to be allocated separately to net and tax.
Step 2: Allocate the Payment to the Tax Portion
Select the invoice(s) you want to pay and click the edit icon to open the invoice details.
Click Clear all amounts to reset the auto-distributed allocation to zero.
Under Line Description, use the + button to add the payment amount to the tax line only.
Ensure the payment is fully allocated with no remaining balance — the Save button activates when this is achieved.
Click Save, then continue to the payment details step as normal.
In Asia-Pacific, "Trust Account" is the standard term; European customers use "Client Account". Client/Trust Accounting does not apply to North American customers. For more information, see our Glossary of Regional Terminology.