Saving Payments and Autopay

Your storEDGE software has the ability to save Debit/Credit and ACH/eCheck payments information for future use. These payment methods are eligible for automatic billing.

 

 

 

This can be done both during and after the move-in process:

1) At Move-In

At the Payment screen during the move-in process:

  • Choose either Card Reader, Debit/Credit, or ACH/eCheck by clicking the button next to the desired method.
  • Before processing the transaction, check the Save for future use box. This will keep the payment method on file.
  • Checking this box will produce a second checkbox allowing you to sign the tenant up for automatic billing. You will then be asked to choose an Auto pay each month on the… date from a dropdown menu.
  • Clicking Pay will process the transaction and save the payment method information.

2) After Move-In

You can save a payment method for future use after the move-in process either while processing a payment or by going to the tenant’s Payment Methods tab. 

  • When Processing a Payment
    • On the Nav Bar, click Payment. A popup window will appear.
    • Begin typing the tenant’s name into the field and click on the name when it appears in the dropdown list. The Payment window will appear.
    • Under Select New Payment Method, click the button next to Card Reader, Debit/Credit, or ACH/eCheck.
    • Before processing the transaction, check the Save for future use box. This will keep the payment method on file.

Note: Signing the tenant up for autopay must then be done from the Payment Methods tab on the tenant’s general page.

  • From the Payment Methods Section
    • On the tenant’s page, click on the Payment Methods tab at the top of the screen.
    • If the tenant does not yet have a payment method saved, click New in the upper right hand corner.
    • Use your card reader, or enter in the Debit/Credit or ACH/eCheck information.
    • You can elect to sign the tenant up for autopay by checking the box beside the unit(s) that will automatically be billed to the card and choosing a date on which the payment will occur from the dropdown menu.
  • If the tenant’s payment method is already on file and you wish to sign them up for autopay, click Edit next to the payment method.
  • At the bottom of the screen, check the box next to the units that will be automatically billed from the card and choose a date on which the payments will occur from the dropdown menu.
  • Click Save when you’re finished.

Note: Tenants can have multiple payment methods saved on file. In addition, if the tenant has multiple units, they can have different payment methods set to automatically pay specific units.

 

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