Mail Center Knowledge Base
Customer Management

Post Transaction to a Renter’s Account

Circumstances may come up where you must decrease(credit) or increase(debit) the amount a Renter owes. This is handled through the "Post Transaction" feature within the Renter's account.

Step by Step Instructions

1
From the Dashboard, select Customers
2
Select Renters on the left menu
3
Choose a Renter
4
Select Statement from the sub menu
5
Click the Settings gear above the Date on the left side of the page
6
Select Post Transaction
7
The Post Transaction window appears. Provide a brief description, and select whether it's a credit or a debit to the Renter's account
8
Enter the amount, and click Post at the bottom to finish
A successfully posted transaction will show as the topmost entry on the Renter's statement page.