Page Comparison

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1. Click "Make a Payment" from the Loan Overview screen or the Balance at a Glance view.
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2. The Loan Post Payment wizard will pop-uprun. 
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   A - Post On DateImage Added
   
   1. Unit or Loan: 
   The date
   1. Select the
   payment was/will be posted on
   1. Loan this payment applies to.
   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.
3. Fill in the appropriate fields.
4. Click "Next".
5. Review that the information regarding this payment is correct. 
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6. Click "Post". 
7. Success! You have posted the Loan Payment.
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8. 1. Account: Select the account you wish to post the payment to.
   2. Payment Type: Select the type of payment being made.
   3. Posted On Date: Enter the date the payment was posted.
   4. Amount: Enter the amount of the payment.
   5. Description: Enter a description for this payment (optional).
   6. Auto/Manual Allocation: select whether you want this payment to be manually, or automatically allocated. (For more information on allocations see Allocations.)
   7. Cancel Button: Click this button if you wish to cancel the payment.
   8. Post Payment Button: Click this button once required fields have been met, and you wish to post this payment.
9. The payment will now appear in the "Charges & Payment History" page for the specified loan.
   

Video Demonstration: