Homeowner payment history can be viewed and exported to an Excel spreadsheet.
Note: If a bank partner asks you to confirm that an authorization email was sent, such as to verify that an association's board or authorized signer received or approved a request, don't contact CINC Support. Follow the procedure below instead.
Select Administration > Payment History. If you are using universal navigation, click Accounting > Resident Payments > Online Payment History.
Search on a specific association or all associations plus a specified date range.
Click Refresh to view payment history records.
To create a spreadsheet of the information, click Export to Excel.
To see the payment history details for a specific homeowner, click View Payment History.
To generate a timestamped PDF proof of payment authorization to your download folder, click the Download Proof of Authorization link.
NOTE: The Payment Action in Payment History Details does not confirm that a payment was processed to the homeowner’s ledger or bank account. These entries reflect only changes to the payment setup. The possible actions are:
Added: A homeowner created a new payment setup in the Homeowner & Board Portal—either a one-time payment or a recurring schedule.
Updated: A homeowner modified an existing payment setup in Homeowner & Board Portal—for example, changing the amount, date, or frequency.
Deleted: A homeowner removed a recurring payment setup from the Homeowner & Board Portal.
To confirm a payment processed:
Check the homeowner’s ledger for a posted transaction or reference number.
Review batch records for payment confirmation.
Contact the payment processor if you need additional verification.