Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access -
Customer'sCustomers can make payments for individual units.
- (A) Pay icon - From within the Customer card click to process a Customer’s payment.
Enter payment amount
- (B) Pre-pay months dropdown - (optional) Select the number of months the Customer would like to pre-pay. The Due amount will update to reflect the number of pre-pay months selected multiplied by the unit rate.
- (C) Enter payment amount - Enter the dollar amount the Customer would like to pay for 1 or, if applicable, multiple units.
- (D) Convenience fee checkbox - If allowed by your management team, deselect to remove the convenience fee.
- (E) Details - Click to access the Amount Due Details window and a breakdown of charges due.
- (F) Payment Method dropdown - Click to select the method of payment. Options include Credit/Debit Card, Check or Cash. If the Customer is paying via check, you will need to provide the check number.
- (G) Previous Card dropdown (available if paying via Credit/Debit card)) - Click to access a previously used card if requested by the Customer. For previous cards, the first 12 digits are masked while the last 4 digits are visible.
- (H) Customer/Payment information (available if paying via Credit/Debit card) - Enter all applicable payment information.
- (I) Automatic Payment checkbox - Un/click to apply or remove recurring automatic payments for the selected unit(s). Depending on your management settings, this might not be an available option and will be defaulted to checked or unchecked.
Submit payment
- (J) Pay icon - Click to submit payment.
Confirm Automatic Payments
- (K) Continue - The Automatic Payments window will appear after submitting payment only if your management team has enabled automatic payments. The selected option mirrors what has already been selected. Confirm the selection by clicking Continue.
Receipt Options - Text
- (L) Text - You will be asked to confirm the Customer’s phone number. Click Send to complete the payment process and then X to close the Make Payment window.
Receipt Options - Email
- (M) Email - You will be asked to confirm the Customer’s email address. Click Send to complete the payment process and then X to close the Make Payment window.
Receipt Options - Print
- (N) Print - Click to print a paper receipt and then X to close the Make Payment window.
