If you receive a payment by check or other form outside of the standard banking import process, you can record those payments manually, either in the individual property page by viewing All Properties, finding the property, and recording a payment, or in the Financial Dashboard ➡ Billing & Collections ➡ Record Payment.
👉 Financial Dashboard ➡ Billing & Collections ➡ Record Payment
👉 All Properties (or Units/Lots etc) ➡ Property Detail Page
In the property detail page, look along the right side of the page for the quick actions section.
👉 Click Record Payment
How payments are applied when you record them
When you save a payment on the Record Payment page, it works the same way as recording a payment from a property’s account page.
You enter the property and the payment amount. The system saves the payment to that property’s account, then automatically applies it to what that property owes.
The order payments are applied
Payments are applied to open charges oldest first, using each charge’s due date. If two charges share the same due date, the one that was created first is paid first.
This applies across charge types - assessments, fees, and other open balances all follow the same rule.
What counts as “open”
The system looks at charges that still have a balance due. It does not apply payments to charges that have been waived or voided. If a charge is only partly paid, the next payment continues paying it down until it’s fully satisfied, then moves on to the next oldest charge.
If the payment is more than what’s owed
If the check amount is larger than the property’s total outstanding balance, the portion that pays off open charges is applied normally. Any extra amount stays as credit on that property’s account. That credit is held for future charges. When new charges are posted later, the system applies existing credit using the same oldest-due-date-first order.
What this page does not do
The Record Payment page is built for quick entry: property, amount, payment details, save. It does not let you choose which specific charges to pay. If you need to apply a payment to particular charges by hand, that is done from the property’s account page, where you can control allocation yourself.
After you save
Each saved payment:
Is recorded on the property’s account
Is applied to open charges using the rules above
Appears in the Payment Register at the bottom of the page
Updates the property’s balance accordingly
You can keep entering payments one after another - pick the next property, enter the amount, and save again.
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