Recording a resident payment

Who is this guide for?

For the building manager or accountant who has received a payment from a resident on a certain charge and wants to record it.

Before you begin

• At least one payment method must be activated for the building, otherwise the message No activated payment methods.

Steps

1. From Finance ← Charges Find the accrual, example “November Maintenance”.
2. Click Edit on the charge card to open the residents list.
3. On the required resident's card, press Record payment.
4. Fill in:
   • Amount: Filled in with the remainder, and you can enter a portion of it (eg 10 of 20).
   • Payment Date: The actual date of receipt.
   • Payment method: cash, transfer..., and the company appears for some methods such as bank.
   • Statement: Automatically suggested and you can edit it.
5. Press Pay.

Result

The resident's card is updated: Paid increases and Remaining decreases, and his status becomes Paid or Partially Paid, an income invoice is generated that appears in Invoices and the fund balance increases.

Important notes

• An amount larger than the remaining amount cannot be registered here. If the resident pays more, record Payment from Invoices ← Add Invoice ← Payment from Resident to choose what to do with the excess.
• If the resident has a balance in his wallet, the Pay with Wallet button appears next to recording a payment.
• After payment, the resident cannot be removed from the charge or its amount modified. To correct an incorrect payment, cancel its invoice from the Invoices page.
• To pay all residents at once use Pay All.

Who is this guide for?

For the building manager who receives a payment from a resident and wants to record it immediately from the mobile phone.

Steps

1. Click on the Charges tab and open the required charge.
2. In the Beneficiaries tab, press the menu button (⋮) on the resident’s card and choose Record payment.
3. Choose Full Payment or Partial Payment.
4. Verify the amount (e.g. 20 for full payment, or 10 for partial).
5. Review the invoice statement, and select the payment method and payment company if requested.
6. Choose Payment Date and then click Confirm Payment.

Result

The message Payment registered successfully appears, the Collector and Remaining are updated for the due, and an income invoice is generated in the Invoices.

Important notes

• If the resident has a wallet balance, choose Wallet Payment from the same menu instead of registering a cash payment.
• From Procedures ← Pay All You record a payment for everyone who has a remaining amount.
• It is not possible to delete or change a beneficiary who has already paid.
• If you do not see the Record payment option, you do not have authority — contact your building manager.