Once AutoPay has been activated and your tenants have entered their banking details, the next important step is to review your rent roll and payee list.
This process ensures that rent invoices are being created for the same person whose bank account is connected to AutoPay.
If the wrong lease holder is set as the payee, AutoPay will not be able to successfully withdraw rent payments.
This review should be complete at least two days before the last business day of the month.
Understanding Payees in Propra
A payee in Propra is the person who receives the rent invoice on the lease.
A lease may have:
One payee
Multiple payees
The payee listed on the lease is the person the system bills for rent.
For AutoPay to work correctly:
The payee must have banking details entered in AutoPay
The person with banking details must also be listed as the payee on the lease
Why This Is Important
Scenario 1: Payee Has No Banking Details
If the lease holder listed as the payee does not have bank details connected, AutoPay cannot withdraw funds because there is no linked bank account.
Scenario 2: Banking Details Belong to Someone Who Is Not the Payee
If another lease holder entered banking details but is not listed as the payee, AutoPay will also fail because there is no rent invoice assigned to that person.
The rent invoice and the banking details must belong to the same individual.
How to Review Your Rent Roll and Payees
The best way to confirm everything matches correctly is to compare your Rent Comparison Report with your AutoPay Payees list.
Step 1: Pull the Rent Comparison Report
To generate the report:
Go to Reports
Select Rent Comparison Report
Select All Properties
Enter:
The previous first day of the month
The upcoming first day of the month
Select the Show All Rents checkbox
Run the report
This report will show:
Properties
Rent amounts
Current payees listed on each lease
Step 2: Review Your AutoPay Payees
Next:
Go to AutoPay
Select Payees
This list shows tenants who currently have active banking details entered into the system.
An active tenant in AutoPay means:
Their bank account information has been added
Their account is ready for AutoPay processing
Step 3: Cross Reference the Two Lists
Compare:
The payee listed on the Rent Comparison Report
The active AutoPay payee list
These should match exactly.
If the Names Do Not Match
If the payee on the lease is different from the person who entered banking details, you have two options:
Option 1: Get Banking Details From the Existing Payee
Ask the lease holder currently listed as the payee to complete their AutoPay banking setup.
Option 2: Change the Lease Payee
If another lease holder will be paying rent through their bank account, update the lease so that person becomes the payee.
How to Change the Lease Payee
To update the payee:
Open the lease
Select Manage Residents
Toggle ON the resident who should be the AutoPay payee
Toggle OFF the resident who should no longer be the payee
Once updated, rent invoices will be created for the correct person.
Final Result
Completing this review ensures that:
Rent invoices are billed correctly
AutoPay is connected to the correct bank account
Automatic rent withdrawals process successfully
Payment failures caused by mismatched payees are avoided
This is an important final review step before processing monthly AutoPay rent collections.