Setting up Your Residents with Autopay

There are two methods to set up residents in Autopay: by invitation or by manually entering their payment information. Invitations are sent by email asking residents to sign in / up to the Resident Portal to add their payment information.

Invitation

Inviting residents to Autopay allows you to process rent or condo fee collection without the hassle of collecting pre-authorized debit forms and ensuring correct data entry. Residents can see their connected bank account and have control to manage their payments, ensuring payments compliance with no effort!

When adding new lease you can opt to send the invitation as part of the lease creation flow. 

1. In Review Payees select PAD as the payment method
2. Select Send invitation
3. Click finish

Alternatively, an invitation can be sent from the payee's financial page

1. Go to the Financial page for that payee
2. Click on the pencil icon
3. Select the option to invite to link a bank account
4. Select Send an invitation to link bank account
5. Click Save

Resident Portal - Signing up for AutoPay

Once the payee has signed up for a resident portal account they can add their payment information on the Billing page. 

The resident can click on Set Up Payments and add their banking information and click Continue.

They will then need to accept the terms of service, including the pre-authorized debit form, and click Continue.

Once those steps are complete the payee will be able to see the bank account linked to be used for payment processing. They are able to change their bank account or suspend their Autopay activation at any time by clicking on the appropriate button. 

Manual Payment Information

If the payment information is entered manually, it is very important that there is an existing, signed pre-authorized debit agreement in place to be compliant for payment processing.

When adding new lease you can opt to add payment information as part of the lease creation flow. 

1. In Review Payees select PAD as the payment method
2. Add the banking information: institution, transit and account numbers
3. Click Finish

Alternatively, the payment information can be added from the payee's financial page. This is also where you can go to edit the bank payment information.

1. Go to the payee's Financial page
2. Click on the pencil icon next to Payment details
3. Add the banking information: institution, transit and account numbers
4. Click Save

Payee's Active on Autopay Collection

Once a payee is active on Autopay they will have a green check under the Payment details, Autopay Collections. Their payment method will also display as Autopay. To stop Autopay collection for that payee simply turn the toggle off.