Help center / Billing
Record a check or cash payment
Add a payment to an account, fix one that went to the wrong place, and handle overpayments.
Open the account (search by unit, name or email) and use Record payment.
- Amount and date received
- Method: check, cash, bank transfer or other
- Reference: the check number or a note
The payment is applied to the oldest unpaid charge first. If receipts are switched on, the person gets one by email.
It went to the wrong charge
Open the payment and choose Reallocate to move it between that account's charges.
It was entered on the wrong account, or the check bounced
Open the payment and choose Void, with a reason. The ledger keeps both the payment and the void, so the history stays complete. Then record it again where it belongs.
They paid too much
The extra stays on the account as a credit and is used automatically for the next charge.
They paid, but it does not show
Checks, cash and transfers appear only when someone records them. Online payments appear by themselves; a bank transfer shows as pending for a few business days first.
Related
- Set up dues, assessments and late fees
- Payment plans for someone who is behind
- Take payments online with Stripe
- Automatic payments (autopay)
- Refunds, disputes and matching bank deposits
Still stuck? Write to support@duesdesk.app.