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Pull a resident's full payment history

Before a difficult conversation, one question returns a resident's payment record in plain terms: what is owed now, how they have paid over two years, when the pattern changed, and what that suggests about the right next step.

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9:41
#accounting 12 members
Priya
Priya
@Dash pull the payment history for Desert Ridge Villas 7C before I call them.
Dash
Dash App

Currently $1,290 behind, one month plus a late fee. That is the first arrears in 26 months.

  • Months 1 to 24 · paid in full, on or before the 3rd, every month
  • July · paid on the 19th, in two parts
  • August · nothing received, $1,240 rent plus a $50 late fee
  • Contact · the resident replied to the July reminder saying hours had been cut, and asked about a payment plan. Nobody answered that email

The pattern change is July, and the reason is in the resident's own words in the inbox. The unanswered question is ours, not theirs.

Aaron
Aaron
We never replied?
Dash
Dash App

No reply went out. The message arrived on a Saturday, was marked read on the Monday, and nothing followed it.

Priya
Priya
Draft a payment plan option before I call. Two months, no fee waiver promised.
Dash
Dash App

Drafted: the August balance split across two months alongside normal rent, first instalment on the 15th, no promise on the late fee because that is the owner's call and I will not commit to it for you.

It is in your direct messages, unsent. If the call goes another way, tell me and I will redraft rather than send this one.

+ Message #accounting