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Posting a payment occurs when a tenant posts a credit to one of their accounts. This can be allocated to an outstanding charge in that account.

Step-by-Step Guide to Posting a Payment

  1. From the selected tenants Household Overview page click on the Toolbox tab.
  2. Mouse over the "Transactions" button, and from the drop down menu clcik "Post a Payment".
    A- "Transactions" button.
    B- Post Payment button



  3. Fill in the date the payment will be posted on. Fill in the amount to be posted. Select the account the funds will be posted to, the category, and a description of the payment.
  4. Click "Next".
  5. Choose whether the funds are to be allocated or not. If so, fill in the corresponding fields.
    Post Payment Allocation Tab.png
  6. Click "Next".
  7. Review the payment information, and click "Finish". 
    Post Payment Review Tab.png
  8. Success! You have successfully posted the following payment:
    1. Click Close
      Post Payment Success Screen.png
  9. The Tenant Ledger will be updated with the new payment.
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