Do you have a resident for whom you need to add a saved payment method or a recurring payment to be pulled monthly? This article will walk you through setting this up for them.
- To begin, locate the lease to which you wish to add a payment method. This can be accomplished by selecting the leases tab, entering your search criteria for the lease, and then clicking on the desired lease from the results.
- To proceed, please navigate to the "Portal Activity" tab located in the navigational tabs at the top of the page.
- Upon reaching this screen, you will find the Green Actions Button available for selection. Click on this button to access a dropdown menu, from which you can choose the option to Add Saved Payment Method. This will allow you to input the relevant details for the tenant, including the nickname, payment type, name on the account, account number, and routing number.
Please note that a saved payment method is necessary in order to add a recurring payment method on the part of the tenant.
- Once a saved payment is added you will be able to click on the Green Actions Button again and select the option Add Recurring Payment.
- In this section, you will have the opportunity to choose the tenant associated with this payment, select the recently added saved payment method, specify a nickname for the payment, and enter the payment amount, along with the desired start and end dates.
- Once you have filled in all the necessary information, simply click the "Save" button located at the bottom of the page. This action will initiate the processing of the recurring payment method on the specified start date.
