For Residential Tenancies there is an opportunity to raise the Bond Invoice during the New Tenancy Wizard. Bonds raised during a Residential Tenancy Wizard default to being held by the Bond Authority connected to the trust account that the Property Ledger is within. Ensure the amount and dates are correct before selecting Next.
A New Bond invoice can be raised within the tenancy file, the steps here can also apply to a Bond Increase where the top up amount needs to be invoiced. Open the Tenancy the bond will be applied to, and select Bonds on the left side menu (this is labeled Deposits for users in the UK) and click New Bond Invoice.
On the invoice screen, select where the Bond will be held. The options are: Bond Authority, Bonds Ledger and Property Owner. If Bond Authority is selected, there will be an option to nominate which Bond Authority. Your default settings for Bond Ledger, Account and amount of bond should all populate, but any item can be adjusted as required. Check or update the dates before saving the invoice.
Funds can be reconciled to the Bond Invoice in the same way as rent or other amounts and will come up during any disbursement which includes bonds.