Receiving Payments

Each morning you should sync Promas with Inosio to ensure that your accounting system is up-to-date with all payments. In Promas go to AR > Batch Receipts > Load Receipts from Inosio. Use the "Load Receipts from Inosio" button, shown below, to receive and review payment data.

Each deposit will be displayed and you'll be asked to review each item individually. You can auto-post any item that matches the outstanding charges exactly without review if you like. Any item that is less or greater than the current balance will require manual review.

Remember these payments are already on the way or in your bank account and cannot be stopped, so you need to receipt each item.

Note: This is important to do daily, as Inosio will receive updated tenant ledger balance information, which will be reflected in your tenants' Inosio accounts, and they will be able to see that their rent charges have been balanced out for the month. When this doesn't happen, we get tenants asking about why their account balance hasn't been updated since their last payment and they are more likely to hesitate before making another payment via Inosio, as it can appear that they have an open credit/payment already in process and they don't want to submit a duplicate payment.