Skip to main content
Back to Help Center

Payments

Review payment proof

Validate tenant-submitted payment proof before applying payments and stopping reminders.

Audience: Landlord · Property managerJourney: CollectionsMetric: Collection efficiency

Quick answer

Review payment proof: Validate tenant-submitted payment proof before applying payments and stopping reminders. In Renteric, follow these key steps: Open pending proofs, Validate visible details, and Compare with balance. Finish by validating that only valid proofs affect balances, invoices, receipts, and reports.

Before you start

  • Have proof received from portal, email, or manual upload.
  • Have a candidate invoice or balance.
  • Know which evidence the collections policy requires.

Step by step

  1. 1

    Open pending proofs

    Open the payments inbox and filter proofs pending review.

  2. 2

    Validate visible details

    Review date, amount, payer, destination account, reference, and file readability.

  3. 3

    Compare with balance

    Match the proof to the correct invoice or lease and identify amount differences.

  4. 4

    Approve, flag, or reject

    Approve if it matches, request clarification if data is missing, or reject if it does not prove payment.

  5. 5

    Record effect and communication

    Apply the payment or keep balance pending and send a clear response to the tenant.

Common errors

An unreadable proof is approved

The file was not checked for enough visible details.

Reverse approval if needed and request readable proof.

The proof belongs to another invoice

The reference or period does not match the selected invoice.

Reassign the proof to the correct balance before generating a receipt.

FAQ

Can I approve a payment with a small difference?

Yes, if policy allows it. Record the difference as pending balance, adjustment, or fee.

What does the tenant see if I reject it?

They should receive a clear reason and instructions to upload correct evidence.

Does proof generate a receipt automatically?

Not always. Usually the payment is approved or applied first and then the receipt is issued.

Video guide

What this solves

Validate tenant-submitted payment proof before applying payments and stopping reminders.

Open pending proofs

What to prepare first

Have proof received from portal, email, or manual upload. Have a candidate invoice or balance. Know which evidence the collections policy requires.

Validate visible details

Guided walkthrough

Open pending proofs: Open the payments inbox and filter proofs pending review. Validate visible details: Review date, amount, payer, destination account, reference, and file readability. Compare with balance: Match the proof to the correct invoice or lease and identify amount differences.

Compare with balance

How to validate the result

Approve, flag, or reject: Approve if it matches, request clarification if data is missing, or reject if it does not prove payment. Record effect and communication: Apply the payment or keep balance pending and send a clear response to the tenant. only valid proofs affect balances, invoices, receipts, and reports

Record effect and communication