Tenant ledger report
See one tenant's charges, payments and balance in date order.
When you need a clear statement for one tenant, say for a conversation or a dispute, open Reports, click Tenant Ledger and choose the Tenant.
What you see
Across the top are Charged, Paid, Waived and Current Balance. Account History lists each entry by date with its description, a Charge, Payment or Waived amount, and the running Balance. Waived amounts are kept apart from payments (see Waive a charge).
Use Export CSV or Export PDF to hand over a statement.
This report is read only. To add a charge, record a payment or waive something, use the lease's Ledger tab. See The tenant ledger.
No history yet? Rent months show up once a lease is active and you've recorded a payment.