Managing Invoices and Payments

This tutorial goes over how to create and manage invoices and payments. This is useful for one-time fees or extenuating circumstances outside your general rent payments.

Step 1 - On the Dashboard page, find your resident using the People Search box.

Step 2 - Once you are on your resident's profile page, find the box titled Payment/Charges History.

Step 3 - To add an invoice, click on the green (or blue) 'Add Charges' button.

a - Put in the invoice information. Then select 'Save Changes.'

In the Payment/Charges History box you will now see the invoice listed.

Step 4 - To add a payment, click on the green (or blue) 'Record Payment' button.

a - Fill in the payment information. Then select 'Save Changes.'

In the Payment/Charges History box you will now see the payment listed.

Now you know how to manage your payments and invoices.