Recurring Payments
Recurring Payments
Recurring homeowner payments may be created and managed from the Recurring Payments screen.
Adding a New eCheck Payment
Select Administration > Recurring Payments. If you are using universal navigation, click Accounting > Resident Payments > AutoPay Setups.
In the Assocation field, select the desired association, select All Associations, or My Assigned Associations. Admin users with access to all associations will see the All Associations option instead of the My Assigned Associations option.
To add a new recurring payment, click Add New eCheck Payment to open the Maintain Recurring Payment screen.
Click Select Account.
On the Homeowner Account screen, to search for and select the desired homeowner.
Once a selection is made, all the fields on the Maintain Recurring Payment screen through Account Type will prefill. The default Account Type is Checking but may be changed to Savings. If the Phone field does not populate, enter the phone number.
Fill in the remaining information:
Bank Routing Number
Re-enter Bank Routing Number
Bank Account Number
Re-enter Account Number
Payment Amount
Payment Frequency: Select the desired frequency from the dropdown and complete the remaining fields in the Recurring Details section:
Monthly: Enter the Processing Day of Month on which to process the payment. By choosing Monthly as the payment frequency, your payment schedule will not expire.
Quarterly
Semi-annually
Annually
Payment Plan: Complete the Select # of Payment Dates from 1 to 48. Select the Payment 1* date. The earliest date you can schedule is tomorrow.
Click Submit eCheck Payment.
Editing an Existing Recurring Payment
On the Maintain Recurring Payment screen, click on the homeowner’s name. Update the applicable information and click Save.
NOTE: Payment History may be viewed by clicking on the underlined Last Payment Date.
