How do I record a manual payment that was completed outside of the system?

If you receive a form of payment that is not electronic through our ePayment service, manually recording the payment will update the charge on the payee’s portal and your accounting records. Whether it’s via check, cash, or a third-party payment system, properly tracking these payments will ensure that your reports are up-to-date.

How to record a manual payment

This guide will walk you through the steps to recording a payment through the Accounting module. Please keep in mind that these steps can be applied anywhere you are able to view a transaction. Other sections of your account where you can apply these steps include (but are not limited to) the contact details, property details, and lease details via the “transactions” tab.  

1. Click on Accounting in the left menu
2. Click on the Transactions tab at the top of the screen
3. Either click on the transaction or click on the ellipses next to the transaction and select Receive Payment
   
   
4. Scroll down and click on Record Payment to enter the details of the manual payment
5. Click on Record Payment to save the payment and update the transaction

You can also record multiple payments at once by following these steps!

1. Go to Accounting in the left menu
2. Click on the Transactions tab at the top of the screen
3. Apply any filters at the top to update the transaction list
4. Select the transactions you would like to bulk mark as paid by clicking the square at the left of the transaction (Click on the square at the top-left to select the entire page of transactions)
5. Click the three dots at the top-right of the table and select “Mark as Paid”
6. Complete the required fields

Still have questions?

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