Payments: report, approval and receipts
Flow from a resident report to a QR receipt, including apply-to-receivables and credit-on-account.
Last updated: Version: 1.0HOA Admin
A payment moves through statuses until it becomes a receipt. Admins can record payments directly or review those reported by residents.
Statuses
- Reported
- Resident attached a proof and data.
- In review
- Admin is validating it.
- Reconciled
- Matches a bank movement.
- Approved
- Applied to receivables and generates a receipt.
- Rejected
- Returned to resident with reason.
- Voided
- Reversed due to error or duplicate.
Application
A payment can be applied to one or several receivables. Overpayments become credit on account auto-applied to future dues.
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