Payments

Payment Selection Helper

Use open balance line selection to prefill payment amount, payment notes, and broad payment type without overriding ledger allocation.

Overview

The Add Payment modal can show open balance line items from the Rental Ledger. Each unpaid charge line can be selected as a helper when recording a payment.

The helper is designed to speed up entry and make the payment note clearer. It does not create manual payment allocations or override the Rental Ledger allocation rules.

Quick Add Payment modal showing selected open balance line items and auto-filled payment amount. — **Open Balance Selection**Selecting open balance lines can prefill the amount and note before saving the payment.

What Selection Does

Selecting one or more line items fills the payment amount with the selected remaining balance total.
Selecting all open balance lines fills the amount with the full open balance.
Opening Add Payment preselects unpaid line items whose due dates are today or earlier.
When selected lines all map to one payment type, the modal updates the payment type to that type.
When selected lines include mixed types, the modal uses Rent as a broad balance-applying payment type.
The modal writes a note such as Applied to: April 2026 Rent, April 2026 Late Fee.

What Selection Does Not Do

Selection does not create manual payment allocations. The saved payment is still a single payment record, and the Rental Ledger applies it using the normal allocation rules.

This keeps the entry helper from drifting away from the authoritative ledger calculation.

When To Use It

Use the helper when a renter is paying one or more visible open charges and you want the payment amount and notes to reflect those selected items.

If the payment does not map cleanly to visible open charges, enter the amount, type, and notes manually.

Last Updated

May 2026