How do I track, record, and manage payments made outside of Hemlane?

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 or some other form.

Only a user with admin level permissions can record a payment outside of Hemlane on behalf of another user.

To request or record a payment outside of Hemlane:                    

Step 1: Select the Financials tab from the left side main menu

Step 2: Click "record a one-time/recurring transaction" from the top middle section 

 

Step 3a: Follow the steps to fill in the payment details

The form includes details such as:

- Property address (and unit, if applicable)

- Payor's information (who will be making payment)

- Payee's information (who will be receiving payment)

- Payment details (amount, category, due date, one-time or recurring options, invoice uploading/receipt uploading options)

OR

If an outstanding payment matching your parameters is found, the system will ask if you would like to record the payment against this 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