Charges and payments

How do I search by payment reference in LOXA?

Enter the check, ACH, or internal reference in Search. Matching payment rows remain visible.

For
Organization owner, Organization admin, Property manager, Accountant
Updated
August 9, 2026
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 the exact or partial reference ready before you begin.

Step by step

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

  2. Enter the check, ACH, or internal reference in Search

  3. Enter or review the exact or partial reference.

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

  5. Verify that matching payment rows remain visible.

What should happen

Matching payment rows remain visible.

Open this workflow in LOXA