Managing Auto Payments for Residential Properties
Managing Auto Payments for Residential Properties
In this guide, you will learn:
- How to view Auto Payments
- How to enable/ disable Auto Payments
Viewing Auto Payments
Step 1
After logging into the admin portal, select "Advanced" from the left navigation, and select "Ledger" under "Financials."
Step 2
Once in the Ledger, select, "Auto Payments" from the top navigation.
Amount: Maximum amount that Auto Pay will allow. If the ledger balance is less than or equal to the amount, the payment will successfully go through. If the balance is higher than the amount, the amount will go thru and the remaining balance will need to be paid with manual payment.
Status: Status options are Inactive and Active, depending on if the Auto Payment should be in effect.
Created At: Date the auto payment was set up. If the created date is the same as the execution date, it won't send until next month, and a manual payment will be required.
Payments Via: Bank Account or Debit/Credit Card
Execution Date: Calendar date of the month that rent will be pulled via Auto Payments (ie 1 is 1st of the month, 3 is the third day of the month). This is the date the payment is initiated, it may not send depending on circumstances, ie no amount due, if the amount due has not synced from accounting integration. Ensure the Execution Date is after the date charges are being sent.
Last Execution Date: Last time the Auto Payment was pulled
Last Failure Reason: Reason why the last failed Auto Payment occurred. Example: "There is no amount due for user."
Step 3
To view a specific resident's Auto Payment history, select the 3 horizontal dots next to their name, then select "Details."
Step 4
From here you are able to further view information about their Auto Payment account.
Step 5
If there is an issue with Auto Payment, look at the Activity Log.
Step 6
After this, select "Transactions" under the ledger for more details.
If auto payment does not submit at the execution date, the resident will need to submit a manual payment for the ledger amount due. Auto payment can not be resubmitted after it fails to execute.
Disable / Enable Auto Payments
If a payment method is linked to an active auto payment, you will need to first disable or delete the auto payment record before the payment method can be deleted. From there, the resident can delete or edit their payment methods from their account.
Step 1
Select "Advanced" from the left navigation. Then select "Ledger" under "Financials."
Step 2
Once in the ledger, select, "Auto Payments" from the top navigation.
Step 3
To enable, disable or delete a specific resident's Auto Payment, select the 3 horizontal dots next to the resident's name. In the drop-down, you are able to "Enable" "Disable," as well as "Delete" the auto payment.
Enable: Enabling sets the Auto Payment to "Active." Enabling an Auto Payment is an option when the Auto Payment is disabled or set as "Inactive."
Disable: Disabling an Auto Payment will render it "Inactive" but the record will still exist in the platform.
Delete: Deleting an Auto Payment will stop the Auto Payment and remove mention of it from the platform.
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