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Money Collection

Manage rent collections, track payments, and handle collection-related tasks.

How can I collect rent from a tenant?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Search for the tenant's name.
Step 4: Click on the tenant card.
Step 5: Click on the collect rent option.
Step 6: Enter the amount and select the payment method.
Step 7: Click on the collect button.

How can I view pending collections?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: A filter is available in the search box. Click on it.
Step 4: A pop up will appear, select the pending option.
Step 5: Click on apply.

How can I view completed collections?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: A filter is available in the search box. Click on it.
Step 4: A pop up will appear, select the completed option.
Step 5: Click on apply.

How can I view overdue collections?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: A filter is available in the search box. Click on it.
Step 4: A pop up will appear, select the overdue option.
Step 5: Click on apply.

How can I send a payment reminder to a tenant?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Search for the tenant's name.
Step 4: Click on the tenant card.
Step 5: Click on the remind option.
Step 6: A WhatsApp message screen will open. Write your message and click send.

How can I view collection history for a specific tenant?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Search for the tenant's name.
Step 4: Click on the tenant card.
Step 5: Scroll down to view the payment history section.

How can I mark a payment as received offline?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Search for the tenant's name.
Step 4: Click on the tenant card.
Step 5: Click on the collect rent option.
Step 6: Select "Cash" or "Bank Transfer" as payment method.
Step 7: Enter the amount and click collect.

How can I generate a rent receipt?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Search for the tenant's name.
Step 4: Click on the tenant card.
Step 5: Find the payment entry and click on receipt option.

How can I view monthly collection summary?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Use the date filter to select the desired month.
Step 4: View the collection summary at the top of the screen.

How can I handle partial payments?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Search for the tenant's name.
Step 4: Click on the tenant card.
Step 5: Click on collect rent option.
Step 6: Enter the partial amount received.
Step 7: Click collect. The remaining amount will show as pending.

How can I set up automatic payment reminders?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Go to settings or preferences.
Step 4: Enable automatic reminder notifications.
Step 5: Set the reminder frequency and timing.

How can I view collection analytics?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Look for analytics or reports section.
Step 4: View collection trends, success rates, and other metrics.

How can I handle security deposit collections?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Search for the tenant's name.
Step 4: Click on the tenant card.
Step 5: Look for security deposit section.
Step 6: Click collect and enter the deposit amount.

How can I manage advance rent collections?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Search for the tenant's name.
Step 4: Click on the tenant card.
Step 5: Select advance payment option.
Step 6: Enter the advance amount and period covered.

How can I view collection reports by property?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Use the property filter to select specific property.
Step 4: View collection data filtered by the selected property.

How can I export collection data?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Look for export or download option.
Step 4: Select the date range and format.
Step 5: Click export to download the collection report.

How can I handle failed online payments?​

Step 1: Click on the money icon.
Step 2: Click on the collection option.
Step 3: Look for failed payments section.
Step 4: Contact the tenant to retry payment or collect offline.
Step 5: Update payment status once resolved.

How can I set different rent amounts for tenants?​

Step 1: Go to the tenant's profile from People section.
Step 2: Click edit tenant details.
Step 3: Update the rent amount in tenant information.
Step 4: Save changes. This will reflect in collection section.