Charges and payments

How do I read collected, refunded, and net totals in LOXA?

Apply the desired filters and read the summary cards. The totals reflect the visible payment set.

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 date, tenant, property, status, and search filters ready before you begin.

Step by step

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

  2. Apply the desired filters and read the summary cards

  3. Enter or review date, tenant, property, status, and search filters.

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

  5. Verify that the totals reflect the visible payment set.

What should happen

The totals reflect the visible payment set.

Open this workflow in LOXA