Secure staff payment

Take payment

Choose the tenant, review the itemized charges, then choose the payment method.

Staff authentication required.

Sandbox rehearsal

TEST ONLY receipt

This receipt proves the hosted checkout and validation path only. It is not a tenant payment, does not change the ledger, and is not emailed.

Unit	Amount

Payment receipt

Preparing the selected receipt…

Open or print receipt Return to staff home

Receipt ready

What would you like to do?

The payment and receipt have already been saved.

Account posting complete

Payment receipt

The existing approved Helcim payment was posted to the account. The card was not charged again.

Rental finished

Move-in complete

The lease, itemized charges, and payment receipt are saved to the tenant account.

DoorKing access remains pending until the selected facility helper confirms the code.

Return to staff home

Find tenant

Tenant name, email, phone, or unit

Selected tenant

Units

Current facility card balance

Available account credit$0.00

Saved payment method

This creates a held review request only. The saved card stays on file, and no Helcim deletion is attempted from this screen.

Active units

Unit	Size	Monthly card rent (incl. tax)	Monthly cash rent (incl. tax)	Due day	Ledger balance

Recent payments at this site

Date	Unit	Amount	Method	Status

Ledger correction

Returned check

Choose the exact check. StorVaultOS will reverse it, restore its linked discount, add this site’s returned-check fee once, and add a late fee only when the existing lease rules say it is due.

Completed check

Internal note (optional)

Owner ledger tools

Add charge or credit

Add an audited charge or credit. Editing a posted charge voids the original and creates the reviewed replacement, so account history is never erased.

Unit account

Entry typePositive dollar amountDescriptionLedger date

Reason for this entry

Enter credits as a positive amount. StorVaultOS records them as a negative ledger entry.

View charges, credits, and account history

Date	Description	Amount	Status	Actions

Itemized amount due

What this tenant owes

Each unit is shown separately. Unpaid units start with their full posted balance, including earlier months. Use Pay oldest month to collect only that month. Units with no balance start with their next month.

Months to pay ahead

Total payment amount

Enter one total. Oldest balances are paid first; extra money pays future rent. Review the split before posting.

How are they paying?

Choose payment method

Card total—

Cash, check, or money-order total—

Card on fileNo card on file

Payment method

The total changes automatically when you choose the payment method.

Checking whether live card payments are enabled…

Card payment: choose how to take the card.

Payment history

Payment receipt

Unit	Amount

Front desk payment

Cash, check, or money order

Choose the tender, then enter what was received. StorVaultOS keeps each unit itemized and prepares the allocation for review.

Payment methodCheck or money-order reference (optional)

Selected charges (card price)—

Cash discount—

Amount to collect—

Card on file

Saved card

After the tenant authorizes the exact amount, staff may charge the saved card shown above. StorVaultOS never displays or handles the card number.

Card present

Pay on Helcim terminal

Use this when the tenant is physically at the counter. Review the tenant and allocation above first. StorVaultOS sends only the exact amount to the paired terminal and waits for Helcim's signed result before changing the ledger.

Pair or replace this site's terminal

Hardware modelTerminal labelFour-character code shown by Helcim Enable this terminal after saving

Terminal

Select a tenant and review the amount first.

Recent terminal requests

Updated	Tenant	Amount	Terminal	Status	Receipt

Account posting complete

Front desk receipt

Unit	Card price	Discount	Received	Rent paid

Permission-controlled correction

Reverse front desk payment

This reverses the payment and its linked cash discount together. It restores the original card-price balance and preserves the original entries in history.

Reason categoryAdditional detailsYour personal 6-digit reversal PINEnter your personal reversal PIN from Account security on Staff Home.

Owner sandbox rehearsal

Test saved-card autopay

This makes one Helcim sandbox charge using the selected tenant's sandbox saved payment method. It cannot post to the tenant ledger or send a receipt email. A fresh authenticator verification is required.

Tenant IDFacility ID

New card — no terminal needed

Open secure Helcim card form

Use this for an in-office or phone-assisted payment with a new card. Hand the customer the screen or send them the approved secure link when available; do not ask them to read the complete card number aloud.

Operation Enroll this saved card in monthly autopay Autopay date

By checking this box, staff confirms the tenant authorized the full current balance to be charged on the selected day each month. The authorization can be cancelled later.

Amount

Recent payment status

Provider validation and ledger status for this site.

Updated	Tenant	Amount	Provider	Ledger	Receipt	Action

AI secretary saved-card payments

These are the durable Retell payment records. “Finish TEST receipt” uses the existing approved sandbox transaction and never charges the card again.

Updated	Tenant	Amount	Mode	Status	Transaction	Action

Autopay runs

Unknown or approved-but-unposted results require reconciliation and must never be charged again.

Period	Tenant	Amount	Status	Attempts	Transaction

Refund/reversal review requests

Held requests are audit records only. They do not move money or change balances.

Requested	Tenant	Type	Amount	Status

Permission-controlled financial review

Request refund or reversal review

This form creates a held review record only. Refund/reversal execution and ledger changes remain disabled.

Tenant

Original transaction

Original amount

Requested actionRequested amountReason categoryAdditional details

Dual-control review

Sensitive payment approvals

A different authorized staff member must review refunds and reversals. A fresh authenticator code is required. Approval never executes money in this screen.

Requested	Tenant	Action	Details	Status	Review