If a requested payment or transaction is not paid through Hemlane’s portal, you can still record it within Hemlane. This allows you to track the income regardless of whether it was paid in cash, Venmo, money order, or another form of payment. This can be useful for bills or Section 8 payments, for example.
To Request or Record a Payment Outside of Hemlane
Step 1: Select the Financials tab from the left-hand main menu.
Step 2: Click Track Offline Transactions.
Step 3: Follow the steps to fill in the payment details. The form includes:
- Property address, and unit if applicable
- Money In or Money Out, meaning whether the payment is being paid from you or to you
- Payment details, including amount, paid date, category, memo, and invoice or receipt upload options
Tips
- Use the Extended Form if you need to record a payment against an existing request, set up recurring payments, add a partial payment, or record on behalf of someone else.
- If you would like to record the payment as paid to a user who is not on Hemlane, select Other. An editable line will appear so you can type in the name of the user or business who received the payment.
Recording a Payment Against an Existing Request
Are you trying to record a payment against an existing transaction or request? If an outstanding payment matching your parameters is found, please use the Extended Form when tracking an offline transaction. The system will ask whether you would like to record the payment against that existing request.
To do so, select the request you would like to update and fill in the amount paid on the second screen.
Manually record, offline payment, manual payment, mark as paid, check, cash