🧾 Organizing Tenants Who Send Rent as a Shared Payment
When you have multiple tenants sharing a unit, it’s common for rent to come from different people each month. For example, in one month the payment might come from one roommate, and the next month from another. While this can work, it can also cause confusion when matching payments to invoices—especially if you’re using Autocapture with e-transfer recognition under the Professional or Enterprise Plan.
✅ Best Practice
To keep your accounting clean and simple, it’s best practice to have one tenant send the full rent payment each month. This ensures that payments are consistently recognized by the system and applied to the correct rent invoice without manual adjustments.
💡 When That’s Not Possible
We understand that it’s not always possible for just one tenant to make the payment each month. In that case, here’s a reliable workaround to stay organized and ensure smooth payment processing:
Set one tenant as the Primary Lease Holder and Payee.
This ensures that only one rent invoice is generated each month for the full rent amount.
Add the other tenants’ names in brackets beside the primary payee’s name.
Example: John Smith (Sarah Lee & Alex Kim)
This helps you quickly identify the invoice when matching incoming payments, regardless of which tenant sent the transfer.
Apply incoming payments to the main payee’s invoice.
When using Autocapture or e-transfer recognition, you’ll know exactly which invoice to attach the payment to — even if the funds come from a different tenant.
🧮 Why This Matters
Having a single payee ensures your rent roll, tenant ledger, and accounting reports stay clean and accurate. It also prevents duplicate invoices or confusion about who still owes rent for the month.