Receipts and payment reconciliation

Every payment should link to a clear lease, invoice, or tenant. An amount without a correct link may appear in the bank account but still break reporting.

Review date, payment method, reference, and amount before sending a receipt or updating collection status.

After recording payment, review the Collections Center. Outstanding balance should decrease or payment status should change according to amount. If nothing changes, the payment may be linked to the wrong record.

If the tenant pays only part of the amount, record a partial payment and leave the balance visible. Do not edit the invoice or lease amount to hide the difference.

Online payment and gateway reconciliation depend on agency settings and enabled integrations. If the integration is not enabled, treat the operation as a manual payment that needs internal review.

Use this article together with dashboard metrics: collection rate, overdue rent, expiring leases, open expenses, owner balances, and alerts.

If the decision affects an owner, tenant, or financial transaction, ask the responsible role to review the record before execution.

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.