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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.

Enter payment amount

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
. The Due amount will update to reflect the number of pre-pay months selected multiplied by the unit rate.

Enter payment amount - Enter the dollar amount the Customer would like to pay for 1 or, if applicable, multiple units.

Convenience fee checkbox - If allowed by your management team, deselect to remove the convenience fee.

Details - Click to access the Amount Due Details window and
. Note: If only paying the current outstanding balance, leave this 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 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 a 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
provide
enter the check number. Note: Paying by credit or debit card is the default payment method.
(G)Previous
Card dropdown
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
while
with the last 4 digits
are
visible.
(H)Customer/Payment
information
Information (available if paying via Credit/Debit card) - Enter all applicable payment information.
Pay icon
(I)Automatic Payment

checkbox - Click to apply 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

Confirm Automatic Payments

Receipt Options

Text - You will be asked to confirm the Customer’s phone number. Click Send to complete the payment process.

Email - You will be asked to confirm the Customer’s email address. Click Send to complete the payment process.

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.

Image Added

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.

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