Charges and payments

How do I find a payment by tenant in LOXA?

Open Payments and choose the tenant filter. The history shows only that tenant's payments.

LOXA Charges and payments screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Charges and payments workflow in your LOXA role.
  • Have tenant name and date range ready before you begin.

Step by step

  1. Sign in to LOXA and open Charges and payments.

  2. Open Payments and choose the tenant filter

  3. Enter or review tenant name and date range.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that the history shows only that tenant's payments.

What should happen

The history shows only that tenant's payments.

Open this workflow in LOXA