How do I record a rent payment?

Open Payments, choose the lease the payment is for, then enter the amount, the date you received it, and the method. Save, and the tenant's status, the property's cashflow, and your year-end report all update at once. There is no separate reconciliation step: the entry is the record.

The faster route, when a tenant has paid the full amount owed, is Mark paid on the dashboard. One confirmation logs the outstanding balance for the month.

What the form captures

• Lease and who paid. Leases are grouped by property. On a joint lease you also pick which tenant paid.
• Type. Rent, deposit, or other. Deposits are kept out of income, because a deposit is money you owe back.
• Amount, prefilled with what is still outstanding for the period.
• Late fee, if you are charging one. It is a manual field; nothing is added automatically.
• Date received and method: bank transfer, e-transfer, cheque, cash, credit card, PayPal, or other.
• Note, and an optional emailed receipt to the tenant.

The receipt checkbox unticks itself when you backdate a payment more than a few days, so catching up on old entries does not spray surprise emails at your tenants.

Log it when it lands

The best habit is to record the payment the moment the transfer clears. A few seconds then replaces a month-end reconciliation later, and your tenant statuses stay honest in real time.

What to do in ProperLease

1. Open the Dashboard. If the close-out card shows the tenant, tap Mark paid and confirm.
2. For anything else, open Payments and add one manually.
3. Choose the lease, then the tenant if the lease is joint.
4. Set the type, amount, date, and method, and add a late fee or note if relevant.
5. Save. Check the tenant's status has flipped.