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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.

Recording a Payment

To record a payment:

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 Method
5. Select a Category — defaults to Rent. Choose Deposit, Late Fee, Utility, or Other as appropriate.
6. Choose a Status — defaults to Completed 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 Completed, you can optionally set the Date Paid
9. Add a Description (e.g., "January rent — e-transfer")
10. Save the payment

Supported payment methods:

• Manual — Cash, e-transfer, or other direct payments
• Check — Payment by cheque
• ACH — Bank transfer
• Stripe — Online payment processed through Stripe

Payment Statuses

Every payment has a status that reflects its current state:

New payments default to Completed, which works well for recording payments you've already received. Use Pending when you want to track an expected payment before it arrives — for example, logging rent that's due at the start of the month.

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 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 method, category, due date, description, or date paid
4. Save your changes

Overdue Payments

When a payment has a due date in the past and hasn't been marked as Completed, Cancelled, or Refunded, 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, Completed, Failed, etc.)
• Payment Method — Filter by method (Manual, Check, ACH, Stripe)
• 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

• 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