Updating a Payment Status when Cheque is Received

When a purchaser pays for decor upgrades via cheque, the amount is automatically shown as "PENDING," as in the agreement below. This status can be updated to PAID, once the cheque is in hand or deposited by the builder. 

Once you are ready to update the cheque payment status, find the unit on the Unit Summary page then click to expand it's options. Navigate to the "Payment Summary" tab where you will then see the details of the cheque payment made, including the status of the each payment.

Click on the "edit" button to make changes to the Payment Records.

Here you can edit any of the fields within this payment line. If you need to update the status from PENDING to PAID, enter the cheque value in the "Amount Received" column. The "Amount Received" must match the ""Amount Due," in order for the status to switch to PAID.

You can also make a note in the "Notes" column, stating the date the cheque was received or any other information regarding this payment.

Click "Update" to save any changes.

You will then see the "Status" change to PAID and the "Date Updated" will show as the date you most recently made a change. If you need to make another change, you can click "Edit" again.