Understand your Payments dashboard
Read charge activity, find a tenant payment and check bank deposits.
On this page
Step 1: Open Payments
Open Payments > Overview. Use the payment menu to switch to Charges, Deposits or Payment settings.
Step 2: Choose the period
Select This month, Month-to-date or Year-to-date. Select a summary row to open the matching Charges view with that period.
Step 3: Review charges
Open Charges. Use Search charges, Rental and Time period. Filters contains Category and Status. Check Unpaid, Paid or All, then open the charge details.
Read the summary
The summary follows charge activity. It is not a bank statement. Review the individual charge balance before collecting or recording another payment.
| Amount | What to check |
|---|---|
| Past due | Charges marked past due in the chosen period. Open the charge to see the remaining balance. |
| Unpaid | Charges in the unpaid status. Past-due charges appear separately. |
| Charges | The period’s charged total is represented by the collection bar. |
| Paid | Recorded collected charge activity, including outside payments. |
| In transit | Collected charges in the in-transit stage. |
| Deposited | Collected charges in the deposited stage; use Deposits to compare the actual bank payout. |
Why Paid and Deposited differ
Outside payments do not create online payouts. Online payments and bank payouts also move through separate stages. The overview follows charge amounts; grouped payouts and fees can make the bank amount different.
Find a tenant or missing charge
In Charges, use Rental, Search charges, Time period and Filters. Category and Status narrow the list further. Check Unpaid, Paid or All. Open the lease Payments tab to confirm the charge belongs to that tenant.
A charge can be unpaid before it is overdue. Check its due date and schedule rather than assuming a fixed number of days before rent is due.
Read payment details
Open the charge details and select Payment details when offered. Match the amount, date and reference. Payment money flow shows the available stages and notes; missing or unavailable data does not prove that no payment occurred.
Use the available actions
Record offline payment, Send reminder and editing actions depend on the charge state. Review the record before acting. Do not record the same online payment again; linked bank activity can prevent an offline entry.
Follow bank deposits
Open Deposits separately. Use Rental, Lease, Tenant and Date range filters, then Apply filters. Check the destination bank, amount and status. An estimated date is not confirmed arrival.
Expand the included-charge details where available. A grouped payout retains its full bank amount even when a filter matches only some charges. Outside-payment records do not create online deposits.
Export records
Apply the filters on Charges and select Export. On Deposits, select Export CSV. This export can include both in-transit and deposited records, so check the status column.
Rent roll report offers Generate & export CSV. Lease Payments has its own available export. Use the export guide to choose the right report and date range.
Create a charge or change settings
Use + New for Charge, Credit, Security deposit return or Rent collection setup. Record payment opens the outside-payment form. Open Payment settings to review collection setup.
Accounting and phone access
Use Accounting for property income, expenses and financial reports. The Payments summary alone is not a complete accounting report.
On a phone, open the same account in a browser and use the Payments menu. See mobile troubleshooting if the screen does not load. Rentari does not currently document an iOS Payments home-screen widget.
Check the result
- You can identify the period, charge balance and bank-deposit stage before taking action.
FAQs
Why does the In transit row open Charges?
Each overview row opens matching charge activity and keeps the selected period. Open Deposits separately for bank-payout records.
Why are my Unpaid and Past due amounts separate?
They are separate status groups. Open the charge to review its due date, amount already paid and remaining balance.
Why are some records missing from an export?
Check the report, filters and period. A charge export and a bank-deposit export have different scopes. The Deposits export can include in-transit records.
Why do I have no deposits?
Outside payments do not create online deposits. Check your online collection readiness and filters, then review the individual payment if you expected a bank payout.
Can I record a payment that already appears online?
Do not add another offline entry for the same payment. Review its existing activity first.