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- Click "Make a Payment" from the Loan Overview screen or the Balance at a Glance view.
- The Loan Payment wizard will pop-up.
A - Post On Date: The date the payment was/will be posted on.
B - Account: Drop-down menu that offers all accounts related to the specified tenant. This category should be defaulted to the specified loan.
C - Type: Drop-down menu that offers a list of methods of payment types; cash, check, money order, electronic.
D - Amount: Dollar amount in this payment.
E - Unpaid Balances: Offers the dollar amount of unpaid interest and principal on the tenants loan account.
F - Interest Payment: Amount of payment to be paid toward the interest balance on the loan.
G - Insurance Payment: Amount of payment to be paid toward insurance on the loan.
H - Principal Payment: Amount of payment to be paid toward the principal balance on the loan.
I - Other Payment: Amount of payment to be paid toward an "other" category.
J - Description: Field to enter a description of the loan payment. - Fill in the appropriate fields.
- Click "Next".
- Review that the information regarding this payment is correct.
- Click "Post".
- Success! You have posted the Loan Payment.
- The payment will now appear in the "Charges & Payment History" page for the specified loan.
