Partial payments and balance-due cycles tutorial
Partial payments quick guide
Entry point: open from the [...] menu
For rent, utilities, or management fee bills, use the [...] menu at the top right of each bill and choose [Mark as received] or [Mark as paid] to record amounts.
When is partial payment used?
if the total bill is $6,100 but you only enter $4,200, the system will automatically recognize it as a partial payment scenario and open a 'payment allocation' section for you to distribute the amount.
✅ When the entered amount is below the total, the system opens an allocation area so you can distribute amounts (e.g., rent, utilities).
Example
when the total bill is $6,100, the default is full payment mode
enter $4,200, and the system will automatically open the partial payment screen, displaying each payment item (e.g., rent, utilities), allowing you to fill in the amounts manually
System auto-creates a balance-due cycle
After allocating a partial payment and clicking Confirm, the system will:
- Automatically create a balance-due cycle
- the remaining amount marked as 'uncollected' (e.g., $2,000)
- You can collect and write it off later at any time
Tips
- Use the notes field to explain the payment or add payment method details.
- If you also mark this payment and other bills (e.g., management fees) as received, their statuses will update together.
Feature summary
| Item | Description |
|---|---|
| Featuretrigger timing | When the entered amount is below the bill total |
| Auto-allocate? | No—manual allocation by the user |
| Auto-create balance-due? | Yes—the system creates a new balance-due cycle |
| Applicable bill types | All cycle-based bills: rent, utilities, management fees |
✅ If tenants often pay in installments or top up irregularly, this feature will greatly improve your accounting efficiency.