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

Rachel Williams
  • Updated

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 other form of payment.     

 

To request or record a payment outside of Hemlane:                    

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

Step 2: Click "Track offline transactions"     

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Step 3: Follow the steps to fill in the payment details
The form includes details such as:
- Property Address (and unit, if applicable)
- Money In or Money Out (is the payment being paid from you or to you?)
- Payment Details (amount, paid date, category, memo, invoice uploading/receipt uploading options)
 
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Tips:
  • Please use the "Extended Form" if you are needing to record payment against an existing request, set up recurring payments, add a partial payment, or you are recording on behalf of someone else. 
  • If you would like to record the payment as paid to a user not on Hemlane, please select 'Other' for an editable/typeable line to appear and allow you to type in the name of the user (or business) who received the payment.
 
 


 

NOTE! Are you trying to record against an existing transaction/request? 

(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 record the payment against an existing request, select the request you would like to update and fill in the amount paid on the second screen:

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Manually record, offline payment, manual payment, mark as paid, check, cash

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