Please follow these steps to apply a manual payment to an invoice that already exists.
DO NOT FOLLOW THESE INSTRUCTIONS if you need to apply rent credits or promo rent.
- Log into the SMS
- Navigate to the Tenant record
- Click the Transactions tab
- Click the Add Payment button
- An unpaid open invoice should display
- Select the appropriate Payment Method
- ACH - drafted directly from Tenant's bank account
- Credit Card - charged to Tenant's credit card (please be aware credit card processing fees may apply)
- Debit Card - charged to the Tenant's bank's debit card (please be aware debit card processing fees may apply)
- Check - paper check from Tenant's bank has been given to you
- Cash - paper and/or coin currency was provided to you by Tenant
- Write Off - use this to in a "bad debt" scenario where you plan to write off the expense for tax reporting
- Rent Adjustment - use this to modify the rent amount due to unforeseen circumstances where you are adjusting the amount due, due to "cause" (i.e., plumbing issues, electrical issues, etc.)
- Free Rent - you have offered a "free rent" special to Tenant as a reward
- Other - Tenant paid you from an outside source, like Zelle, Venmo, PayPay, etc., or any other payment reason that does not fit one of the above circumstances
- Enter the Payment Amount
- Click the Apply button
- Payment amount will default to Apply Payment field for the invoice(s)
- You can manually change the amount in the Apply Payment field if needed
- Enter the reason for the manual payment in the Description field
- Review the entries
- Click the ADD button to save
- Green checkmark should now appear for Invoice and Payment in the Tenant's Transactions
If you need to apply rent credits or promo rent, DO NOT use the steps above. Please use this link and follow the instructions provided there. https://s3.freshdesk.com/support/solutions/articles/22000279711-how-to-apply-rent-credits