Filtering the Payments Table for Overdue Accounts

When your dashboard Revenue Snapshot reveals a gap between Expected and Collected Revenue, you need to quickly identify who hasn't paid. The Payments table filtering tools are your investigative starting point.

Filtering by Status

1. Navigate to the Payments page.
2. Locate the "Status" dropdown filter.
3. Select "Pending" or "Partial" to isolate unresolved transactions.
4. The table instantly hides all fully "Paid" entries, leaving you with a clean collection punch-list.

Searching for Specific Tenants

Use the Search bar to type a tenant's name, property name, or unit number. This is the fastest way to check a specific person's payment status when they call you claiming they already paid.

Sorting for Actionable Insights

By Due Date (Ascending)

Sort by Due Date to see oldest unpaid entries first. If a payment from two months ago is still "Pending," that tenant has a critical outstanding balance that needs immediate escalation.

By Amount (Descending)

Sort by the Paid Amount descending to quickly see your largest payments (confirming high-value tenants are secure), or sort ascending to find suspiciously low entries that might be data entry errors.

The Collection Workflow

We recommend this workflow on the 6th of every month (one day after a typical late fee grace period):

1. Open the Payments page.
2. Filter by Status: Pending or Partial.
3. Sort by Due Date: Ascending.
4. Any entry with a Due Date of the 1st of the current month and a Status of "Pending" represents a tenant who hasn't paid.
5. Contact each tenant on this filtered list.
6. As each tenant pays, update their payment status and Paid Amount in real-time.
7. When the filtered list is empty, your collection cycle is complete for the month.