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Payment History

The Payment History page provides a comprehensive view of all payments across your portfolio.

Accessing Payment History​

  1. Click Payments in the sidebar
  2. View the payment list

Payment List View​

ColumnDescription
DatePayment received date
TenantWho made the payment
PropertyProperty/unit
AmountPayment amount
MethodHow it was paid
StatusConfirmed, Pending, etc.

Filtering Payments​

By Date Range​

  • Last 7 days
  • Last 30 days
  • This month
  • Last month
  • Custom range

By Property​

Select a specific property to see only payments for that property.

By Tenant​

Filter by tenant name to see their payment history.

By Status​

  • Confirmed - Manually recorded or confirmed from bank
  • Pending - Awaiting confirmation (from bank sync)
  • All - Show everything

Sorting Payments​

Click column headers to sort:

  • Date (newest first, oldest first)
  • Amount (highest, lowest)
  • Tenant name (A-Z)

Payment Detail View​

Click any payment to see:

  • Full details
  • Associated lease
  • Edit/delete options
  • Related bank transaction (if from bank sync)

Payment Sources​

Manual Entry​

Payments you recorded manually:

  • Show source as "Manual"
  • Can be edited or deleted
  • Include whatever notes you added

Bank Integration​

Payments from bank sync:

  • Show source as "Bank Sync"
  • Link to original bank transaction
  • Include bank memo/description

Bulk Operations​

Export Payments​

  1. Set your filters
  2. Click Export
  3. Choose format:
    • CSV - For spreadsheets
    • PDF - For records

Print​

  1. Filter to desired payments
  2. Click Print
  3. Print formatted list

Reconciliation​

Use Payment History for reconciliation:

  1. Filter to date range (e.g., last month)
  2. Compare to bank statement
  3. Verify all payments recorded
  4. Look for discrepancies

The Payment History page shows:

  • Total received in period
  • Average payment amount
  • Payment frequency trends

Common Tasks​

Finding a Specific Payment​

  1. Use search to find by tenant name
  2. Or filter by property
  3. Or narrow by date range

Verifying Payment for LTB​

  1. Find the payment in question
  2. Note the date and amount
  3. Export or screenshot for records

Tracking Late Payments​

  1. Compare payment dates to due dates
  2. Payments after the due date = late
  3. Consider patterns for problem tenants

Tips​

  1. Regular review - Check weekly
  2. Reconcile monthly - Match to bank statement
  3. Export quarterly - Keep backups
  4. Note references - Helps track payments

Next Steps​