Historic Rent Records
Overview
When getting started with PaTMa you may want to enter historic records for existing tenancies.
Rent will be shown as outstanding based on the tenancy start date stored in PaTMa, but you can correct this by adding past rent payments.
Adding a Payment
From the Property Overview click Add rent payment.
Alternatively, from the Tenant Overview click the eye icon by their rent schedule and then click Rent. Now scroll to an outstanding payment and click the +.
In either case, you will be taken to the Add Rent Payment page. All you need to add is:
- Date received - the date the payment was made (not the date you are logging it).
- Amount - how much was paid.
- Notes - anything else you want to note about this payment.
Bulk Add Payments
If your tenant has been paying rent for some time before you moved to PaTMa, we can auto fill all rent payments for them.
This assumes that they have paid on time and not missed any payments; the bulk fill feature is also currently only available if no rent payments have ever been logged for that tenant if your PaTMa account.
After setting up the tenancy, with the original start date, click the three dots to the right of their rent log, which will be showing as overdue, then click "Bulk-add historic payments."
Add the date the tenant has paid up to - hopefully today! - and click Save. PaTMa will log a rent payment for every month from the tenancy start until the selected date.