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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 Type of payment, and enter a description of the payment.
  4. Click "Next".
  5. Review the payment information, and click "Finish". 
  6. Success! You have successfully posted the following payment:
    1. Click Close
  7. You should automatically be redirected to the updated Tenant Ledger.
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