How to Apply Received Payment for Tenant

This guide shows a quick, step‑by‑step way to record tenant payments in your accounting system so receipts are applied correctly to invoices and properties. It highlights where to enter company/property, tenant, payment method, reference, memo and amounts, how to allocate payments to specific invoices, and how to save and confirm success. It also explains switching the entity type (tenant vs property) when needed.

15 steps

How to Access Receive Payment Screen

From the navigation menu, select **Accounting** > **Banking** > **Receive Payment**.

Receive Payment Overview

Receive Payment Screen Overview

How to Apply Payment from Tenant

Select **New Receive Payment**.

Select the **Company/Property** field and choose the preferred company/property from the dropdown.

Select the **preferred tenant.** If you do **not** need to change the entity type, skip to step 8.

Select the **Property/Tenant icon**.

Choose the **entity type** from the radial menu. *For example, if you want to pay a property, select **Properties**.*

Select the **Payment Method field** > Choose the **payment method.**

Select the **Reference Number field** > Enter the **reference number.**

Select the **Memo field** > Enter the **memo.**

Select the **Entered Amount field** > Enter the **payment amount.**

Select the **checkbox(es)** next to the invoice(s) for which payment has been received.

Select the **Payment** **field** > Enter the **amount of payment** for each invoice > **Save.**

Select **Save.**

You'll receive a success message, select the **x**.