How do I make a payment adjustment to the terms on a request?

During a lease term, there are times when a rent payment may need to be adjusted due to varying reasons. Hemlane allows you to make adjustments to the terms on payment requests such as changing the category or deposit account, adjusting credit/debit card options, partial payment options, and the late fee options.

Please note that if you are adjusting a recurring request, any pre-generated transactions will need to be adjusted separately.

How to adjust terms on an incomplete transaction (one-time adjustment):

Step 1: Click into the Financials tab

Step 2: Select the payment you would like to edit by clicking "View"  

Step 3: If the payment is incomplete, you can select [Other Actions] to change the category, deposit account, or mark as uncollectible.

Step 4: If you want to change the credit/debit card options or partial payment option, you would need to cancel this transaction and request a new one time online payment with the correct terms by following these steps:

• Select [Other Actions] > "Cancel Request"        

• Create a new, one-time payment request with the adjustments needed.

How to adjust terms on a recurring payment request (permanent adjustment):

Step 1: Click into the Financials tab

Step 2: Select the "Recurring" section from along the top

Step 3: Select the recurring payment request you'd like to adjust by clicking "View" 

Step 4a: Select [Other Actions] to adjust: payment category, deposit account, suspend, or cancel the request.

Step 4b: Select [Other Actions] > "Change Terms" to adjust: rent amount, request end date, late fees, credit/debit card options, and partial payment options.

For more information on this topic, please visit these articles:

• How do I make a rent adjustment?

Keywords: adjustment, adjust, change payment terms, update, change category, change deposit account, allow partial payments, cancel request, allow credit or debit cards