Renter Insight View Resident ledger and charges

View Resident Ledger & Monthly Charges

View Resident Ledger & Monthly Charges


Learn how to view Charges and Credits on a Resident Ledger

View Monthly Charges

  1. Select Properties>Residents on the left sidebar
  2. Click on the Resident's Name

  1. Monthly Charges are listed on the Scheduled Billing Tile
    1. Note:  Only Monthly Charges that are Due will appear on the Ledger
    2. You can edit monthly charges by clicking on the charge amount

View Ledger

  1. Click on Ledger

  1. You can view all Ledger Details



    • Related Articles

    • Create a Resident Charge

      Create a Resident Charge Learn how to create a One-Time, or Monthly Resident Charge Select Financial>Payments on the left sidebar Click Create Resident Charge Complete Charge Details Choose Charge Frequency If One-Time, enter Due Date If Monthly, ...
    • Edit Rent Charges

      Lease Renewal Edit or Rent Charges If you need to edit resident rent charges follow these steps. Note: If you are increasing rent because of a Lease Renewal, you can adjust the rent when Renewing the Lease. On the left sidebar, select ...
    • Edit or Delete Ledger Items

      Edit or Delete Ledger Items If you need to edit a resident charge or delete a resident charge, follow these steps. Note: If you need to edit the monthly rent, click here to view edit monthly rent On the left sidebar, select Properties>Residents Click ...
    • Refund Resident Payment

      Refund Resident Payment Learn how to refund a Resident Payment that was made by Credit Card or ACH Find Resident Select Properties>Residents on the left sidebar Click on the Resident's Name View Ledger Click on Ledger You can view all Ledger Details ...
    • Edit Lease End Date

      Edit Lease End Date If you need to edit the lease end date, follow the below steps. Note: If you need to edit the lease start date, you must cancel the move-in to change the date. On the left sidebar, select Properties>Residents Click on the Resident ...