After successfully setting up rent payments, you'll gain access to the Payments Dashboard. This is a centralized hub that displays all your information in relation to the charges you send to your tenants, the payments you receive back from your tenants, and the overall status of your money moved via TurboTenant.
Curious where you can find everything you need within just a few clicks? Here's a full breakdown.
The Overview tab is a reporting feature that displays general rent payment information. You can view the due date of a sent charge by filtering between month or year.
Information on the Overview tab allows you to track your money for the month and examine your charges from a bird's-eye view. For example, by clicking on the Past Due box, you'll be taken to the Charges tab that displays all of your past-due charges for the time period you select.
This quick filtering system allows you to quickly take action, if needed, or better understand the status of your rent payments. Any of the boxes on the Overview tab are clickable and will lead you where you want to go.
Glossary: Your Payments Dashboard
What do each of the boxes within the Payments Dashboard... do? Here's an overview of what you can expect when you click on each individual box.
Charges: Total charges in your account to be distributed to your tenants throughout the month or year, depending on how you filter your dashboard.
Deposited: All paid-for charges that have securely found their way into your bank account.
In Transit: You'll find payments that haven't quite made it to your bank account yet under here, as this tab displays payments currently in transit to your bank.
Paid: Cha-ching! Under this tab, you'll find all charges that have been paid for by your tenants.
Past Due: If your tenant is late (or past their due date) on rent or any other charges, those charges will show up here.
Unpaid: Haven't received a payment for a monthly or or-time charge yet? Here's where you can find any charges that have not been paid yet. Keep in mind that TurboTenant sends charges to tenants 15 days before their due date; therefore, a charge could technically be unpaid without being late yet.
Properties, Leases, and Tenants are also sectioned at the bottom of the dashboard.
Under Properties, you'll find the collective amount of charges owed for each of your rental units. Leases highlights the total amount of charges owed per lease in your TurboTenant account. And finally, Tenants shows you exactly who owes how much for the month (or for the year).
You can view sent charges that your tenants get under the Charges tab — recurring and one-time. This tab provides a historical record for you, as a landlord, that is easily filterable and scannable.
You can filter by property, lease, category of the charge, status of the charge, and time period. With our month-by-month breakdown, you can focus on any given time period and view all sent charges for that month in the upper right-hand corner of the table. When you click on a charge, a drop-down menu appears that contains more information on the payee, date of payment, status of payment, and ID of the payment.
Lastly, the Export feature in the top right corner of the page exports all sent charges and their associated payments. For bookkeeping and tax purposes, this feature allows you to download a list of all the charges related to your business, filtered by the chosen criteria. You can customize your exported data by applying filters to structure your data the way you want it.
The Deposits tab is your go-to spot for any payments made by your tenants. This tab provides an in-transit view of money on its way to your bank account(s) as well as a historical record of your rent payments that is easily filterable and scannable.
You can filter by property, lease, tenant, and time. With a month-by-month breakdown of your deposits, you can check on any time period and view the month's total deposits in the upper right-hand corner of the table. When you click on a deposit, a drop-down menu appears that contains more information on the paid charge.
Lastly, the Export feature in the top right corner of the page exports all deposits —excluding the ones in transit. For bookkeeping and tax purposes, download a list of all the deposits related to your business, filtered by the chosen criteria. The data exported is affected by any applied filters you select, allowing for full customization.
Frequently Asked Questions
Have any questions about collecting rent on TurboTenant? Here are some of our most asked questions, linking to articles that further answer or explain them:
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