Landlord Software 

Landlord Software Rent Payment History Report

by Kris


Posted on Saturday December 16, 2017 at 02:39PM in Software Updates


Landlord Software for Rental Properties - Rent Payment History Report


Landlord Software 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  • Returned Settlement Date: Date the return is withdrawn from bank account
It's easy to see all charges, all payments, and their status when you collect rent online with Schedule My Rent Landlord Software.



Comments:

This is an awesome program for us landlords, I use it every day and haven't even scratched the surface of all it can offer! Best, Albert Zelly http://www.adhc.ch

Posted by Albert Zlly on November 13, 2018 at 08:47 PM MST #


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