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Managing Payment Methods Homeowner View

Managing Payment Methods Homeowner View

Managing Payment Methods Homeowner View

Managing Payment Methods Homeowner View

You can save Bank Account and credit card payment methods to your profile by clicking Add Payment Method in the My Wallet section of the Payments Home screen or by clicking Add New Payment Method while making a payment.

NOTE: Payment types cannot be edited but can be deleted and re-added.

Adding a New Payment Method

  1. From the Payments Home screen, select Add Payment Method.

    Payments Home

  2. Complete the fields on the Use New Payment Method popup.

    Use New Payment Method_adding

  3. Click Save Payment Method. The newly added payment method is displayed in My Wallet.

Deleting a Payment Method

NOTE: Deleting a payment method does not delete any existing AutoPay Series with which it is associated. Even if the payment method used is deleted, AutoPay Series will continue to be processed until each one is manually deleted from the Payments Home screen.

  1. From the Payments Home screen, select the My Wallet payment method to delete.

    Payments Home

  2. On the Review Payment Method popup, click Delete Payment Method.

    Review Payment Method

  3. Click Ok on the confirmation popup. The deleted payment method is removed from My Wallet.

Adding A Payment Method for Third-Party Systems

An alert displays when saving credit cards or Bank Account information to My Wallet for associations that route all payments through third-party systems. The payment method can be saved to My Wallet but can’t be used to make payments directly in the Homeowner & Board Portal.

Payment Method Storage Alert

When making a payment in which the association routes all payments through third-party systems, the Make Payment on External Site button displays that redirects to the association’s payment site when clicked.

Make Payment on External
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