Understand the Payments overview
Read charge balances, payment activity and deposits without counting the same money twice.
On this page
Choose the period
Open Payments > Overview and select This month, Month-to-date or Year-to-date. Check which period is applied before comparing amounts.
Read the separate tiles
Review Past due, Unpaid, Paid, In transit and Deposited. A charge marked paid and a payout deposited at your bank describe different stages of the collection.
Open the supporting record
Use Sent charges and filter by lease or status. Expand the charge to review its remaining balance, payment details and tracker before sending a reminder or recording an outside payment.
Read the amounts separately
| Record | Meaning |
|---|---|
| Charge | An amount due under a tenancy. |
| Payment | Money applied to a charge, including a recorded outside payment. |
| Bank deposit | A separately tracked payout to the selected destination. |
Check the result
- The selected period and expanded charge explain the difference between balance, payment and deposit amounts.
FAQs
Why is Paid higher than Deposited?
Some collected payments can still be in transit or waiting for deposit. Follow the particular payment and payout status.
Does Record offline payment collect money?
No. Use it after you actually receive an outside payment, and check for an existing record before recording it.