Use Cases

Charge to Ledger

Workflow

Insert charge into resident payment ledger.

Relevant Business Types

Resident benefits & amenities, rent payments, security deposit alternatives, services that charge resident a fee.

Description

Your business may find it valuable to add charges directly to a resident's payment ledger. This allows residents to pay for your service from within the property management software while you can collect fees from the property management company.

Steps

Proptech generates a charge with associated metadata

curl --request POST \
--url https://api.propexo.com/v1/transactions \
--data '{
"integration_id": "<integration_id>",
"invoice_date": "2023-07-15",
"due_date": "2023-08-01",
"memo": "This is a charge for pet insurance",
"lines": [
{
"x_accounting_entity_type": "abc",
"x_accounting_entity_id": 123,
"x_gl_account_id": 456,
"amount_in_cents": 5000
}
]
}'

That charge is pushed into the resident payment ledger, and will be collected by the property manager via the payment portal