Accepting a payment through the admin portal is quick and straightforward. Follow the steps below to complete a tenant payment.
Step 1: Locate the Tenant Profile
Start by navigating to the tenant’s profile:
- Use the search bar at the top for a quick search
- Or, go to the Tenants tab in the toolbar at the top and find the tenant in the list
Step 2: Select the “Pay Now” Option
At the top of the tenant’s profile, you will see:
- The tenant’s account balance
- A Pay Now button—click this to begin the payment process
Step 3: Choose Invoices to Apply the Payment To
After clicking Pay Now, a list of the tenant’s outstanding invoices will appear:
- All invoices are selected by default
- If needed, you can uncheck invoices to apply the payment to specific charges only
Step 4: Confirm the Payment Amount
On the right side of the screen, you'll see:
- Amount Paying — This shows the total amount that will be recorded for this transaction
Make sure this amount reflects what the tenant is paying.
Step 5: Select the Payment Type
At the bottom of the screen, use the Payment Type dropdown to choose how the tenant is paying:
- Credit Card or ACH – You’ll be prompted to enter the tenant’s payment details
- Cash, Check, or other manual methods – You’ll simply select the payment date and reference number if needed
Final Step: Complete the Payment
Click Pay Now to finalize the transaction:
- For card or ACH payments, the bank account will be charged automatically
- A receipt will be generated for all payment types
