RETURN TO THE MAIN SUPPORT PAGE
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 - Click to open the payment window. If the tenant 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 - (optional) Click the dropdown to select the number of months the Customer would like to pre-pay. Note: If only paying the current outstanding balance, leave this as zero.
(C) Enter Amount - 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 - 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 should follow your company's policies related to waiving this fee. Note: This will not appear here if If your company doesn't charge a convenience fee, this will not appear.
(E) Details - Click to access the Amount Due Details window and a breakdown of charges due.
(F)Payment Method - Click the dropdown to select the payment method. Options include Credit or Debit Card, Check or Cash. If the Customer is paying via check, you will need to enter the check number. Note: Paying by credit or debit card is the default payment method.
(G)Previous Card (available if paying via Credit or Debit card)) - Click If 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 with the last 4 digits visible.
(H)Customer/Payment informationInformation (available if paying via Credit/Debit card) - Enter all applicable payment information.
(I)Automatic Payment - Check this box after asking and confirming the Customer would like to enroll to in Automatic Payments. Note: Autopay enrollment may not be an option depending on your management settings.
Submit payment
(J)Pay - Click to submit payment.
Confirm Automatic Payments
(K) Continue - If you checked the Automatic Payment box in step (I), you will see this pop-up window confirming that you wish want to enroll the Tenant 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 TenantCustomer. if the Tenant 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 - Note: Sending the receipt via text is the default method. Click to text a copy of the receipt to the Tenant's primary phone number. Confirm this is Confirm the number where they would like the text sent. If not, enter another number to send the receipt to and click Send.
(M) Email - Click Click to Email email a copy of the receipt to the TenantCustomer's primary email address. Confirm this is where they would like the email sent. If not, enter another email address to send the receipt to and click Send.
(N) Print - Click to print a paper receipt.
