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The purpose of this guide is to explain how system users can enter payment information for a Customer's unit(s) and, in the process, enroll them in auto-pay and select how the Customer would like to receive their receipt.
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 -
Note: Begin by opening the Customer card for whom you would like to enter a payment.
(A) Pay
icon - From within the Customer card click to process a Customer’s payment.
- Click to open the payment window. If the Customer has multiple units, you can enter a payment for individual or multiple units at once.
Enter payment information - Note: By default, if a Customer is delinquent, their current balance due will be reflected. Both delinquent Customers and those without an outstanding balance, can prepay future months of rent.
(B)Pre-pay
months dropdownMonths - (optional)
SelectClick the dropdown to 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 rateNote: If only paying the current outstanding balance, leave this zero.
(C) Enter
payment amount - Enter the dollar amount the Customer would like to pay for 1 or, if applicable, multiple unitsAmount - This field will automatically display any past due balance (and pre-pay amount, if selected). You do have the ability to enter a lower amount to process a partial payment. Note: Please be sure to adhere to any company policies regarding partial payments.
(D)Convenience
fee checkbox - If allowed by your management team, deselect to remove the convenience feeFee - This checkbox will be selected if your company charges a fee for manually entered payments. You do have the ability to uncheck this box to remove any fees but follow your company's policies related to waiving this fee. Note: If your company doesn't charge a convenience fee, this will not appear.
(E) Details - Click to access
the Amount Due Details window anda breakdown of charges due.
(F)Payment Method
dropdown- Click the dropdown to select the payment method
of payment. Options include Credit
/or Debit Card, Check or Cash. If the Customer is paying via check, you will need to
provideenter the check number. Note: Paying by credit or debit card is the default payment method.
(G)Previous
Card dropdownCard (available if paying via Credit
/or Debit card
)) -
ClickIf requested by the Customer, click the dropdown to access a previously used card
if requested by the Customer. For previous cards, the first 12 digits are masked
whilewith the last 4 digits
arevisible.
(H)Customer/Payment
informationInformation (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.
- Check this box after asking and confirming the Customer would like to enroll in Automatic Payments. Note: Autopay enrollment may not be an option depending on your management settings.
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.
If you checked the Automatic Payment box in step (I), you will see this pop-up window confirming that you want to enroll the Customer in Auto Pay. If you did not check the Automatic Payment box in step (I), this will serve as one last opportunity to enroll the Customer. if the Customer confirms they do not want to enroll in automatic payment, check Decline. After making your selection, click to process payment.
Receipt Options - Note: After processing the payment, you will see this notice that the payment is complete and will have several options to provide a receipt.
(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.
Note: Sending the receipt via text is the default method. Confirm the number where they would like the text sent. If not, enter another number to send the receipt and click Send.
(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.
Click to email a copy of the receipt to the Customer's primary email address. Confirm this is where they would like the email sent. If not, enter another email address to send the receipt and click Send.
(N) Print - Click to print a paper receipt
and then X to close the Make Payment window.
