If You Are Not Using Autopay
If your account is not enrolled in Autopay, your billing account is managed directly in your account settings.
Steps
Go to Account Settings
Select Accounting
Open the Billing section
Enter or edit the bank account details
This bank account should be the property management company’s bank account.
Typically, this is the same account where management fees are paid to.
Once saved, this account will be used as your default billing account.
If You Are Using Autopay
If your account is enrolled in Autopay, billing is managed through Autopay settings.
Steps
Go to Autopay
Select Settings
Open the Transactions Fees and Invoice Payment tab
Choose one of the available billing options
Billing Options Explained
Linked Bank Account
This option typically refers to the property’s bank account.Default Account
This should be your property management company’s bank account.
Setting the Property Management Account as the Default
To ensure billing and fees are charged to the correct account:
Go to Linked Bank Accounts
Locate the property management company’s bank account
Select the three-dot menu
Choose Set as Default
Once set, this account will be used as the default billing account for Autopay-related transactions and fees.
Best Practice
Property-level transactions typically use property bank accounts
Billing, platform fees, and management fees should use the property management company’s bank account
Ensuring the correct default account is set helps avoid billing errors and reconciliation issues.