Before you begin
- Confirm the tenant, company and home shown in the portal.
- An outstanding balance is needed to display the checkout; a paid-up account shows an empty state.
- Use the prefilled demo card only, because this flow is a simulation with no money movement.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
Make payment discussions clearer by showing the charge, account and payment history behind each balance.
What the workflow coordinates
Money separates Rent and Expenses; Pay online shows whether the intended ledger can proceed through the currently configured provider.
What people review
The tenant checks the account and amount, while staff verify the payment state and resolve discrepancies instead of treating an attempted or received payment as cleared.
Identify the amount and account
Read the tenant home summary and distinguish the rent balance from expenses. The current preset account has amounts due.
You can name the payable account and amount without combining rent and expense history.
You can name the payable account and amount without combining rent and expense history.
Review the rent ledger
Open Money → Rent and inspect the rent invoices and recorded payments. Do not interpret a displayed invoice as a completed payment.
The rent balance is explained by its own recorded charges and cleared payments.
The rent balance is explained by its own recorded charges and cleared payments.
Review expenses on their own ledger
Switch to Expenses to inspect its separate invoices and balance. Rent and expense allocations are not interchangeable.
You have located the expense charge being paid and read its description and amount.
You have located the expense charge being paid and read its description and amount.
Open the appropriate payment state
The former no-amount-due example is not the current tenant account. Use the current Money and Pay online screens. Open the payment link for the intended ledger. The former no-amount-due example has been retired because it is not the current fixture.
Confirm current availability before attempting this stage.
Confirm current availability before attempting this stage.
Choose the ledger and amount
Read Pay online and its current provider-availability message. Only an enabled, correctly configured provider can continue to a checkout.
The selected account and amount match your intended payment, and you have read the allocation note.
The selected account and amount match your intended payment, and you have read the allocation note.
Run the simulated checkout and review the outcome
This review stopped before checkout and did not make a payment. Return to Money to review the account; do not report a successful payment from a provider-unavailable screen.
Any recorded payment is understood as a demo outcome, with clearing status checked rather than assumed.
Any recorded payment is understood as a demo outcome, with clearing status checked rather than assumed.
What you should have at the end
The tenant understands which account is payable, how the displayed amount will be allocated and why a balance depends on cleared money.
Demonstration notes and availability
- Reviewed against the official demo at demo.estatereal.io. Screenshots are native 3× captures in English/light mode. Preset records and enabled functions can change.
- This review followed navigation, record tabs and unsaved forms. It did not submit payments, signatures, invitations, messages or irreversible record changes.
- Current demo limits: The former no-amount-due example is not the current tenant account. Use the current Money and Pay online screens.
Useful answers
Can I complete a payment in the reviewed account?+
The captured Pay online screen reports the current provider availability. No checkout or payment was completed in this review; follow the page’s actual availability message.
Does a displayed amount prove a payment settled?+
No. It is an amount due. Compare the intended ledger, invoices and recorded payment/clearing state.
Can I treat rent and expenses as one account?+
No. Read and reconcile their separate ledgers. Ask the office to investigate a payment recorded against the wrong one.