Record a Payment - Now live
Shared by Joyce
• March 06, 2024
Hi there,
What's New?
We are thrilled to announce the launch of our latest feature, Record a Payment, now live in your Property Management System (PMS). This new functionality enhances your ability to manage payments efficiently and seamlessly integrates with your existing workflows.
Feature Overview:
- Direct Payment Recording: You can now record payments processed outside of the PMS directly against an invoice. This not only generates the payment receipt but also creates the corresponding General Ledger (GL) journals and allocates the payment automatically.
- Comprehensive Payment Solutions: This feature complements our existing Stripe payment requests, including Card and SEPA options, directly from the invoice, offering a broader range of payment handling capabilities.
Why This Change?
Our goal is to streamline your payment management process, eliminating the need for manual payment recording and allocation within the payments tab. This update simplifies the task of linking payments to their relevant invoices, reducing administrative overhead and enhancing efficiency.
Upcoming Enhancements:
- Direct Charge via Stripe: In our next release, we will introduce the ability to charge through Stripe (customer present) directly on the invoice, expanding your payment processing options.
- Deposit Payment & Receipt Management: We are also working on enabling the recording and requesting of deposit payments through Stripe, along with the creation of deposit receipts within the PMS. These receipts can then be allocated to an invoice or charge note at a future point, offering greater flexibility in financial management.
Getting Started:
Customers can start utilizing this new workflow immediately following the update. For detailed instructions and more information, feel free to click the Help Article link below.
Warm regards,
Team Lavanda