Landlord Software Rent Payment History Report
by Kris
Posted on Saturday December 16, 2017 at 07:39AM in Software Updates
Landlord Software for Rental Properties - Rent Payment History Report
The rent payment history report shows all charges and all payments over the dates selected. This report has a summary view, which provides a summary number of fields, and a full view, which provides a complete list of all fields. This report can be downloaded in either a Comma Separated Values (CSV) format or an Excel format which allows further customization within Excel or other programs.
Simply select the Reporting button on the landlord dashboard. Then select:
- Report Type: History
- Start Date
- End Date
- Report Style: Summary or Full
- Data Format: CSV or Excel
Click Export File to download the report.
Each row in the report shows the following information: (* Full Report only)
- Business Name: Business Name that tenants see when you collect rent online
- Unit Label: The custom name that was created for each unit
- Address* (Street, Secondary Address Line, City, State, Zip, Country)
- Type: Charge or Payment
- Charge Allocation*: Rent or Fee
- Charge Type*: Late Fee, Return Fee, or Custom
- Date: Date that charge was due or payment was made
- Service Date*: Date if a service was performed
- Description: Details of the charge or payment
- Amount
- To Rent and To Credit*: The amount of a payment applied to rent and/or fees
- Credit Remaining: The amount remaining if a payment was not completely applied to rent or fees
- Remaining Rent Due: The amount of rent that has not been paid
- Remaining Fee Due: The amount of fee that has not been paid
- Allocations: Describes how payments were applied to specific rent or fee charges
- Created Date*: The date that the charge or fee was initially created
- Who Paid*: The person that made the payment
- Payment Method: Manually authorized, AutoPay authorized, or direct payment to Landlord
- Payment Type: ACH, Direct payment to landlord
- Account Label: Bank account where money is deposited
- Settlement Type*: Automated Clearing House (ACH)
- Settlement Date: Date money is deposited into bank account
- Return Type: Non-Sufficient Funds (NSF), Closed, Frozen, unauthorized, etc.
- Returned Date: Date the return occurred
- Returned Settlement Date: Date the return is withdrawn from bank account
Tags: collect_rent_online landlord_software rent_history rent_payment rent_report rental_property_software