Property Matrix allows you to record invoice payments made through other payment methods (such as Checks, Zelle, Transfers, etc.), in addition to processing payments directly on behalf of tenants.
Recording or Processing Payments
Navigate to Accounting > Tenants.
Select the tenant you wish to apply a payment for.
Choose the Payment Type:
Check, Other, or any "Other Payment Method Types" : Records the payment without executing any financial transaction.
See Managing Payment Methods to see how to create new other payment method types
ACH or Credit Card: Records the payment and initiates the actual financial transaction.
Fill out the rest of the transaction information
Click on Receive Payment to save the transaction
Confirming Payments
Verify payment status under the tenant's Transactions tab to confirm successful recording or processing.
Managing Payment Methods
Adding ACH or Credit Cards
After clicking on the Payment Type drop down, click Manage to open up the Manage Payment Methods page
Click on Add New to add an ACH or Credit Card
Note that these methods can only be added if the operating account for the building the tenant is currently leasing does not have a ProPay account set up.
Adding Other Payment Methods for Recording
To add other payment method types needed for recording purposes (such as Zelle), first navigate to the Settings page by clicking on your profile icon on the top right, and clicking Settings
Then, navigate to the General Settings tab on the left sidebar to see the Other Payment Method Type section
Click on New Other Payment Method Type. Enter the name of the payment method, and click on Save
