USER WORKFLOW
...
Employee Workflow
Property Manager
Payment
7min
Property managers can access the Accounting > Payment section by:
- Open the Accounting menu from the left sidebar.
- Select the Payment option from the dropdown.
This opens the Invoices and Payment Details page, where all units and their payment statuses are listed.
The Invoices and Payment Details page displays a complete table of all payments. The table columns include:
- Rental Unit: The name or number of the unit.
- Tenant Name: Occupant’s name.
- Invoice Number: Unique invoice ID for each rent period.
- Amount Payable: Total rent amount for the billing period.
- Amount Paid: Amount received from the tenant.
- Payment Method: Payment mode like UPI, Bank Transfer, or Card.
- Status: Shows Paid, Partially Paid, or Unpaid.
- Invoice: Downloadable PDF invoice.
- Invoice Date: Date of invoice generation.
- Actions: Option to Update payment details.
- Find the required rental unit from the table.
- Click the Update button in the Actions column.
- This opens the Edit Payment popup form.
- Invoice Number (non-editable)
- Payment Method (choose from UPI, Bank Transfer, Card, etc.)
- Status (select from Paid, Unpaid, Partially Paid)
- Payment Date (calendar picker to select the payment date)
- Amount Payable (non-editable; system fetched)
- Amount Paid (enter the actual amount received)
- Transaction Number (mandatory - enter the payment reference number from the payment gateway/bank)
- After filling all the fields, click Save Changes.
- A success message confirms the payment update.
After updating, the Invoices and Payment Details page refreshes automatically, showing the new status and updated amount.
Every rental unit’s Pre-Payment Invoice can be downloaded anytime, even before the payment is made.
- In the Invoice column, click the PDF icon to download the invoice.
- This helps property managers send invoices to tenants if required.
