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Overview

TenantSee provides a centralized payment tracking system so you can record rent payments, monitor payment history, track payment statuses, and keep organized records across all your properties. The dashboard also alerts you to overdue payments so nothing slips through the cracks.

There are two ways money can land in your records:

• Manual payments — anything you record yourself (cash, e-transfer, cheque, bank transfer, or other). Available free on every plan, including the free Hobby tier.
• Auto-pay (Pre-Authorized Debit) — rent is debited automatically from your tenant's bank account each month via Stripe. Available on the Growth plan and above. A flat $1.99 CAD platform fee applies to each successful auto-pay charge. See Auto-Pay & Online Rent Collection for the full setup walkthrough.

Recording a Manual Payment

To record a payment you've received outside the platform:

1. Navigate to Payments in the sidebar
2. Click the + button
3. Select the Tenant and Unit
4. Enter the Amount and choose a Payment Source
5. Select a Category — defaults to Rent. Choose Deposit, Late Fee, Utility, or Other as appropriate.
6. Choose a Status — defaults to Settled for payments already received. Set to Pending for expected payments not yet collected.
7. Optionally set a Due Date for the payment
8. If the status is Settled, you can optionally set the Date Paid
9. Add a Description (e.g., "January rent — e-transfer")
10. Save the payment

Payment Sources

Payment Statuses

Every payment has a status that reflects its current state:

Manual payments default to Settled, which works well for recording payments you've already received. Use Pending when you want to track an expected payment before it arrives.

Payment Categories

Every payment can be assigned a category to help organize your records:

New payments default to Rent. You can change the category when creating or editing a payment. Categories appear in the Payments table and can be used to filter your records.

Editing a Payment

To update a manual payment after it's been created:

1. Navigate to the payment's detail page (click any row in the Payments table)
2. Click the Edit Payment button
3. Update any fields — status, amount, payment source, category, due date, description, or date paid
4. Save your changes

Refunds (Auto-Pay)

For auto-pay charges that have settled, you can issue a full or partial refund through the rent invoice:

1. Navigate to the rent invoice for the charge
2. Click Issue Refund
3. Choose Full or Partial and confirm

The refund is sent through Stripe back to the tenant's bank account. The $1.99 platform fee is automatically reversed in proportion to the refund amount. You'll see the payment status flip to Refunded as soon as Stripe confirms.

Disputes (Auto-Pay)

Tenants on personal bank accounts have a 90-day window under Canadian Payments Association Rule H1 to dispute an auto-pay debit with their bank — no questions asked. If a dispute is filed:

• The payment status flips to Disputed
• Stripe places funds on hold
• You'll receive an urgent email with the dispute reason, amount, and evidence deadline (typically 7 days)
• Submit your evidence (lease agreement, mandate authorization, communications) directly in your Stripe Dashboard

If the dispute is resolved in your favour, the payment returns to Settled. If the dispute succeeds, the funds (and the platform fee) are reversed and the status remains Refunded.

See Auto-Pay & Online Rent Collection for guidance on responding to disputes.

Overdue Payments

When a payment has a due date in the past and hasn't been marked as Settled, Refunded, or otherwise resolved, it's considered overdue. TenantSee surfaces these on your Rental Dashboard as a warning alert showing:

• The tenant's name
• The building and unit
• The amount owed
• How many days overdue

Click any entry to go directly to the payment detail page where you can update its status.

Viewing Payment History

Payment history is accessible from multiple places throughout the app:

Filtering and Searching

The Payments page offers several filters to help you find specific records:

• Search — Filter by description text
• Tenant — Show payments for a specific tenant
• Building — Show payments for a specific building
• Status — Filter by payment status (Pending, Settled, Failed, Refunded, Disputed)
• Source — Filter by payment source (Manual, Cash, E-Transfer, Cheque, Bank Transfer, Online via Stripe, Other)
• Category — Filter by payment category (Rent, Deposit, Late Fee, Utility, Other)
• Due Date — Filter by due date range
• Amount — Filter by amount range

Exporting Payment Data

You can export your payment records for bookkeeping or tax preparation directly from the Payments page:

1. Apply any filters to narrow your results
2. Click the Export button in the toolbar
3. Choose your format — CSV or Excel (.xlsx)
4. Select which columns to include
5. Download the file

Related Articles

• Auto-Pay & Online Rent Collection — Set up auto-pay, understand fees, settlement timing, and disputes
• Billing & Subscription Plans — Plan tiers and the auto-pay platform fee
• Managing Tenants — Add tenants and track their payments
• Managing Units — View payment history from the unit's Financial tab
• Getting Started with TenantSee — Set up your first property and tenant