Navigating to the Payments Module

On the left side of the screen is the navigation. Click on Payments to navigate to the Payments module.

Note: If the navigation bar is not on the left portion of your screen, it has collapsed. To expand the navigation bar once again. Click on the button with three lines in the top left corner of your screen.

The Payments Dashboard

The goal of this tab is to summarize all outstanding and upcoming payments quickly and to streamline the actions required for a payment to occur.

Payments Table

The payments table displays all outstanding payments. At a glance, the table displays basic information about these payments and allows any one payment to be selected for more options. To select a payment, click anywhere on its respective row, opening the payment pop-up.

A Payment at a Glance

All payments can be viewed as rows in the payments table allowing you to quickly access details.

From left to right are; the status of the payment and the payment type:

The unit relevant to the payment and the due date:

The resident, and the amount due:

And, finally, the amount outstanding. Payments can be made against batches before the due date. If a resident payment of $700 is reported on a $1,200 amount due, the amount outstanding will be the difference remaining.


Payment detail

The payment detail screen is where all property team interaction with a payment occurs.

At a glance, we can see the details of the payment, the related resident, and a form to report a contribution to the amount outstanding.

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