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 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 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 - 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) - If requested by the Customer, click the dropdown to access a previously used card. For previous cards, the first 12 digits are masked with the last 4 digits visible.
(H) Customer/Payment Information (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 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 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 - 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 - 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.
