Accounting + Payments

Accounting + Payments helps you send charges, collect payments, and reconcile balances across properties.

What is this?

Accounting + Payments is the workflow for creating charges, receiving payments, and keeping ledgers accurate.

When should I use it?

Use this when you need to bill tenants or owners, track payments, or close out a period.

Prerequisites

• A client, property, and unit are already set up.
• A chart of accounts or ledger categories is defined.
• Payment preferences are configured.

note

If a property is missing, add it in Client Onboarding before creating charges.

Flow overview

Step-by-step

1. Create a charge, invoice, or payment request.
2. Send it to the tenant, owner, or vendor.
3. Track payments and confirm when received.
4. Verify ledger entries and reconcile balances.
5. Close out the period once reconciled.

Examples

• Monthly rent: Create recurring charges, send notices, and reconcile weekly.
• Owner payout: Record owner distributions after rent is received and expenses are posted.

Common mistakes / FAQs

• The balance does not match. Reconcile recent transactions and check for duplicate entries.
• A payment is missing. Confirm the payment method and resend the request if needed.
• A charge was posted to the wrong unit. Reverse the charge and reapply it to the correct unit.

Tips

• Reconcile regularly to keep balances accurate.
• Export reports at month-end for external accounting.