Overview
You can edit a recurring payment's amount, frequency, or date — useful if the payment terms change. If you no longer want to receive a payment on a schedule at all, you can delete the recurring payment instead.
Note: You cannot edit automatic recurring payments created by your tenants (Auto-Pays); you can only delete them, which will cancel their automatic recurring payments.
The Steps
To edit or delete recurring payments on a lease, click on Leasing > Leases on the main menu.
Find and click on the lease you want to edit recurring payments on.
On the lease, click on the Rent tab. Find the recurring payment you need to edit or delete under the Other Recurring Transactions section.
Click the 3-dots on the right side of the recurring payment line, and choose either Edit or Delete:
To edit the recurring payment: Click Edit, update the necessary fields on the Recurring Payment window, add any relevant files, and click Save. New lease transactions created by this recurring payment going forward will use the updated information.
To delete the recurring payment: Click Delete, then confirm on the Delete Confirmation window. Important: Deleting a recurring payment is permanent and cannot be undone. Future payments will no longer be created automatically — this does not affect payments already posted to the lease.
Once saved, the recurring payment reflects your changes — or if deleted, stops posting new payments going forward.