Every payment and applied credit is kept with the invoice it paid. You can review them from the invoice or from the tenant's record, and correct a payment that was entered with the wrong details.

See the payments on an invoice

  1. In Invoicing, open the invoice.
  2. Do one of the following:
    • In the Payments section of the panel, click Manage.
    • Click Payment at the bottom of the panel, then View payments.
    • From the list, click ⋮ on the invoice's row and choose View payments.

The Payments list shows the Invoice amount, Paid and Remaining, then each payment with its amount, date, bank account, reference and method (Cash, Check, Other or Applied credit). Click a payment to see how it was split across the invoice's charges.

Change a payment

  1. In the Payments list, click the pencil (Modify payment) next to the payment.
  2. Change the Payment date, Method or Reference.
  3. Under Allocation, change how much of the payment went to each charge. Choose a different charge from the list, click Add charge to spread the payment over another charge, or click × to remove a charge from it.
  4. Click Save.
Note

An applied credit can't be modified here. To correct it, delete it and apply the credit again.

Delete a payment

  1. In the Payments list, click the trash icon (Delete payment) next to the payment.
  2. Confirm. The payment and its ledger entries are deleted, and the invoice's status is updated — a paid invoice becomes Not Paid or Partial again.
Note

Changing and deleting payments needs permission to pay invoices, and isn't available on a locked invoice. See Work with a single invoice.

See all of a tenant's payments

  1. Open the tenant and go to the Financials tab.
  2. Click Payments.

The list shows each payment's Invoice #, Payment Date, Status, Reference and Paid Amount. Use the search box and filters to narrow it down. Click a payment to open its details, including which charges it was Applied to. From there:

  • View receipt opens the invoice the payment was for, in Invoicing.
  • View in ledger opens the tenant's Ledger tab, where the payment appears in the tenant's running statement.

The Invoices view on the same tab lists every invoice for the tenant with its Total, Total Credits, Total Payments and Remaining.