Record a rent payment

Log a payment a tenant made outside the app, like cash, cheque, or Interac e-Transfer, against their balance.

Before you start

• You need to be a property manager, account owner, or admin.
• This is for payments you collect directly. Card payments tenants make online are recorded for you, so you do not log those.

Steps

1. Open the tenant's lease from Leases and go to Money, or use Record a payment and pick the unit.
2. Enter the method (cash, cheque, or Interac e-Transfer), the amount, and the payment date (the day the money arrived).
3. Check Payment is for, the rent month this money pays. The line under it says what will happen.
4. Choose Log payment.

Say it instead

You can also log rent by saying or typing it. If your account has it turned off, use the steps above.

1. Press Cmd K (or Ctrl K), or on a phone tap Say or type at the top of the screen.
2. Type what happened, or tap the mic on your phone's keyboard and say it. For example, log rent, or log rent 42 Elm October 1850 cash.
3. Answer the few questions it asks by tapping. Anything you already said is filled in for you and marked From what you said. Tap it to change it.
4. Check the card. It says the tenant, the month, the amount, the method and the date, and what else will happen, for example that next month's rent is posted with this payment.
5. Choose Yes, record it. You see the same result as the form, or Sent for approval if your account needs an approver.

If you say a number on its own, like log rent for 330, and 330 is also a unit or a street number in your account, Wealthru asks which you meant: The amount, or Unit 330. Choose the unit and it shows only the properties that have a unit 330. To skip the question, say the word: log rent for unit 330 (or apt 330, unité 330). A cheque number is never read as a unit: log rent 1850 cheque #101 is $1,850 paid by cheque number 101.

Do it on the page is there at every step. It opens Record a payment with everything you answered so far already filled in. Wealthru does not record your voice. Your phone's keyboard turns speech into text, and only that text reaches Wealthru.

What happens next

• The payment goes against the month you picked. A payment dated today starts on Oldest balance first, and a past date starts on that date's month. The tenant's balance updates.
• The payment appears in your activity feed and in any connected integrations.
• Interac e-Transfer is a request-and-confirm flow. You request it, the tenant sends it, and you record it here when it lands.

Paying ahead for a future month

A tenant can pay early or pay ahead for a future month. The Payment is for picker lists every month of the tenancy up to next month, including months not posted yet, so you can point the payment at a specific month instead of the oldest one. Picking a month that is not posted yet posts its rent with the payment. A month a prepayment covers is treated as paid, so it does not send a "rent is due" reminder. See Collect rent early and prepayments.

Download a rent receipt

• Each successful payment on the lease has a Download receipt button in the Payments list. It produces a PDF receipt the tenant can use as proof of rent paid for a provincial benefit or tax claim. The tenant can download the same receipt themselves from their portal.
• Rent receipts are on by default. If the button is missing, the feature has been turned off for your account and a platform admin can turn it back on. This is tooling, not tax advice.

If your connection drops while you are logging a payment

This is the common one on a phone. If the form says Could not reach the server, the payment may or may not have saved.

• Tap Log payment again. It is safe. The retry carries the same reference as the first attempt, so if the first one did save, the second is treated as the same payment and nothing is doubled.
• Do not change the amount before retrying. A retry with a different amount is refused with "This payment reference was already used for a different payment", because the first amount may already be recorded. Check the Payments list on the lease, then log what is actually missing.
• Reloading the page is safe too. If you refresh and log the same payment again within a few minutes, it is still treated as the same attempt, so it is not doubled.
• A payment that saved is finished. Once you see "Payment recorded", the next one you log is a new payment, even if it is for the same amount on the same day. Two separate payments always both count.

Troubleshooting

• Logged twice by mistake. Retrying a submission that failed is caught and not doubled, on cash, cheque, Interac, a past-rent backfill, and a pre-authorized debit collection. Two genuinely separate entries will both apply, so review the lease's payments if unsure.
• Recorded a real duplicate. Nothing in the books is erased. Refund or reverse the extra payment from the lease so the correction is on the record. See The audit trail.
• The tenant says they paid but the balance has not changed. Check whether they paid by card, which records itself, or some other way, which you record here.

Frequently asked questions

Is it safe to tap Log payment again after an error?

Yes. The retry carries the same reference as the first attempt, so a payment that already saved is not doubled. Do not change the amount before you retry.

Do I need to record card payments?

No. Card payments a tenant makes online are recorded for you. You only log cash, cheque and Interac e-Transfer.

Can my tenant get a receipt?

Yes. Each successful payment has a Download receipt button, and the tenant can download the same PDF from their portal. This is tooling, not tax advice.