Overview

In this article we will review how to enter a resident payment, itemize a payment and edit a payment. 

Entering a Resident Payment

Step 1: Open a new tab and go back to the 'Quick Actions' button and click on Manage Payments

Step 2: A new screen will appear where you can add the residents name next to the 'Add a Quick Payment' option

Step 3: Once the name is selected, you can enter in the date, amount and payment method

Step 4: Once the information is added, you can click on the 'Add' button which will fall below in the Payments list

Step 5: Once completed, you can click the box next to the payment, Click clear payments button, then click ok. 

Step 6: The payment will be under the cleared section. Once a payment is cleared, it is eligible to post in the next 15 minutes auto-post batch.

Itemizing Payments

Step 1: Once you have completed a payment, you will have an option to itemize the payment. Click on the Itemize button under the payments section.

Step 2: A new screen will populate to apply the payment to outstanding balances.

Step 3: Once the information is filled out, go ahead a click submit.

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Edit a Payment

Step 1: Click on Edit Payment button

Step 2: A new screen will populate to edit the information

Step 5: Once completed, you can click the box next to the payment,