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Setting up Recurring Payments using AutoPay Homeowner View

Setting up Recurring Payments using AutoPay Homeowner View

Setting up Recurring Payments using AutoPay Homeowner View

Setting up Recurring Payments using AutoPay Homeowner View

NOTE: AutoPay will automatically renew unless canceled (see Managing AutoPay Homeowner View).

  1. From the Payments Home screen, click Add AutoPay to open the Add AutoPay popup. You can also open the Add AutoPay popup from the Make a Payment popup by selecting AutoPay as the Type.

    Payments Home

  2. On the Add AutoPay popup, click the arrow next to each field to make another selection as needed. The selections default to the most recently added payment method.

    Add AutoPay

    • Type: On the Select Payment Type popup, select AutoPay.

      Select Payment Type_AutoPay

    • Method: On the Select Payment Method popup, select the payment method.

      NOTE: AutoPay with a credit card is only valid for a fixed amount.

      Select Payment Method_AutoPay

      You can add another payment method by clicking Use New Payment Method.

      Complete the fields on the Use New Payment Method popup and click Save Payment Method.

      Use New Payment Method_adding

    • Amount: On the Select Payment Amount popup, click Assessment Balance, Total Balance, or enter a Fixed Amount. Click Pay This Amount.

      NOTE: Recurring payments for the Assessment Balance, Total Balance, or Fixed Amount can be set up for Bank Accounts. However, AutoPay with a credit card is only valid for a Fixed Amount.

      Select Payment Amount_AutoPay

      The helper text for these options is determined by a WebAxis Admin and might look different than the screenshot below.

    • Frequency: On the Select a Frequency popup, click a frequency option.

      Select Payment Frequency

    • Date: On the Select Payment Date popup, select the payment date or day (for Monthly payments) and click Select This Date or Select Day of Month (for Monthly payments).

      NOTE: The payment date must be greater than today’s date.

      Select Payment Date

  3. Click Review AutoPay Setup on the Add AutoPay popup.

  4. On the Review AutoPay Set popup, review the payment details and click Set Up AutoPay.

    Review AutoPay Setup

  5. Click Done on the confirmation popup.

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