Customer Support - How to set up recurring payments?

How to set up recurring payments

In order for the resident to set up recurring payments, they'll need to follow the steps below:

1. To set up an autopay in the customer portal, click on the Payments Tab
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2. Scroll past Payment history. The customer will either see “setup recurring payments” or “edit recurring payments” depending on if they already have an autopay(s) set up on the account on the bottom of their screen:

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3. Click Agree & Continue
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4. Depending on what has been previously set up in the customer’s account, the next page view will vary. If the customer already has an autopay(s) set up, they will see the option to edit.

   • Please note if a customer has more than one autopay set up, they will risk having their monthly rent taken out twice from their accounts. Customers should have only one autopay per site:

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5. If the customer does not have an autopay set up and does not have a saved payment method in their profile, they will be prompted to provide a form of payment:

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6. If a customer does not have a current autopay, but has saved payment methods in their profile, they can click on the “select account dropdown menu and choose their payment method. (they can also choose “manage accounts in the event that they want to update a payment method for autopay from this page as well.):

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7. After the payment method has been selected, the customer will be required to fill in the following fields.

   • Minimum and Maximum amounts do not need to be altered, however in the event that the customer is uncomfortable with the amount shown, they are encouraged to leave the minimum amount as $0 and the maximum amount to at least $150 more than their anticipated rent. The autopay runs based on the range that the system is provided. If the customer creates too small a range, they risk their rent falling outside of the specified amounts and the autopay failing.

   • The Day of Month relates to the day that the autopay will pull every month. The customer may choose the 1^st, 2^nd, 3^rd, 4^th, or 5^th day of every month and the number entered in this field should be a single digit only (i.e. the customer wants their autopay pulled on the 3^rd day of every month, so they should enter “3”)

   • The Start Day relates to the month and year that the customer wants their autopay to run. This field requires the day and month only (i.e. the customer wants their autopay to start in July 2025 so they would input “07/2025”) Please note that the slash marks will automatically populate, and the customer does not need to type them into the field.

   • The End Date relates to the last month/year that the customer wants the autopay to pull. This field requires the day and month only (i.e. the customer wants their autopay to start in July 2025 so they would input “07/2025”) Please note that the slash marks will automatically populate, and the customer does not need to type them into the field. The customer may choose their autopay to run for as long or as short as they prefer:

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8. The customer will see a review screen and must check the authorization box before clicking “setting up recurring payment”pay”:

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