Rental add-ons involves posting charges for supplementary services or items (e.g., utility fees, pet rent, amenity usage) directly to the specific unit's ledger to ensure they are included in the tenant's total rent and accurately tracked for revenue reporting.

Rental add-ons are optional, fee-based amenities or services, such as parking spaces, storage units, in-unit laundry privileges, or pet allowances, that enhance the standard lease agreement.

This article introduces the steps for staff to accurately create and post new charges to a resident's ledger within ExactEstate to ensure accurate billing and financial tracking.

This article provides an introduction to the process of quickly generating and sending email receipts to residents after a successful payment transaction within ExactEstate.

Learn how to easily export a resident's ledger

Generating a final account statement in ExactEstate involves calculating the total balance (including all outstanding charges, payments, and deposits) for a resident upon their move-out and then producing a detailed report that shows the remaining amount due or the refund owed.

Locking payments on a unit is an administrative control action that prevents any further financial transactions or payment entries (charges or credits) from being posted to that specific unit's ledger, often used during eviction or after final move-out or to close the books on a completed lease.

External Payments include any form of payment accepted that bypasses our system's Merchant Processing Functionality, such as checks, money orders, or cash, and may include applicable subsidy payments. Partial Pre-Payments enable you to submit an amount that covers only a portion of an outstanding balance for any transaction code that has a pre-existing charge or payment associated with it.

External Payments are any types of payment accepted that does not use our Merchant Processing Functionality in the system. These could be payments through Check, Money Order, Cash, or anything that does not use a Credit Card or Bank Account, including Subsidy Payments if they apply.

This section outlines the steps for a staff member to process a full payment using either a Credit Card or ACH (eCheck) directly within ExactEstate. Note on ACH Payments: ACH payments are non-refundable through this method. If a refund is necessary, you must issue a credit back to the resident's account, as the process is different from a standard credit card transaction reversal.

Discover the simple steps to quickly print receipts all at once.

Subsidy payments can be efficiently entered into the system using one of two methods: either manually, by inputting the details directly, or in bulk through a CSV file upload for streamlined processing.

Quickly learn how to access and view all current and historical resident charges and balances within ExactEstate. This allows you to monitor outstanding rent, fees, and other financial obligations easily.

This article introduces the ability to edit charges, reverse transactions, and apply concessions, providing complete control over tenant billing and accounting records within ExactEstate.