Payments and deposits that are received outside of the platform can be reported.

Note: Companies with an active PMS integration must report payments within their PMS.

Steps

  1. Find and Open a Charge
    From the menu, click on Charges and find the charge you would like to report as paid.

  2. Enter Payment Details
    Enter payment information, including the date paid, amount, payment type, and payee.

  3. Save Your Work
    Click the Report Payment button. The payment will be applied to the balance and appear within the charge's Payment Log section.
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