Record and reconcile payments

Steps

1. From Financials → Rent & collections, open a tenant row or go to People → Leases and open the lease.
2. Click Record payment.
3. Enter amount, method (CHECK, ACH, CARD, CASH, OTHER), received date, and optional reference.
4. Submit — the lease balance and rent roll update immediately.

Alternative: Workbook

Records → Workbook → Payments supports bulk-style entry with lease resolution by property or tenant name.

Related topics

• Rent roll overview
• Create rent and recurring charges
• Linked workbook overview