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- Rental Payment Platform
- Implementation
How a Rental Payment Platform rollout works
Start with a real rent case and prove its review, posting and cash outcome.
Set up scope
Add the organization, team members, business partners, active ledger accounts and open accounting period.
Prepare rent work
Link a rent schedule to its accounting document and attach the evidence used for review.
Rehearse decisions
Have an independent reviewer decide the schedule and document revisions, including a returned case.
Post and collect
Post the approved document, import a verified provider receipt and apply a partial amount.
Review exceptions
Inspect failed actions, duplicates and balances through Operations Overview.
What the customer provides
Provide the organization and partner list, lease references, rent amounts and due dates, chart of accounts, open periods, team responsibilities and a payment provider event sample. Agree how identities match across provider and internal records. Identify which people may prepare, review, post and apply cash.
Changing it afterwards
When rent terms change, submit a new schedule or document revision for review. Preserve the previous decision and posting history. Rehearse provider mapping changes with a duplicate event and a partial payment before using them for live collections. Use roles to check access after team changes.
Set up Rental Payment Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.