Manage Payments in the WebAxis Admin Portal

With the proper security permissions, you can create and manage Global Defaults on the Manage Payments screen for the Payment module settings in the Homeowner & Board Portal. (see Configuring Global Payment Setting)

The Overrides section on the screen is used to override global payment module settings at the association level. You can add or edit association overrides or reset association overrides back to the global default settings. (see Association Overrides)

NOTE: You can modify the help text that appears to homeowners for the Recurring Payment: Current Balance Message or Recurring Payment: Assessment Balance Message. See Maintain Module Help Text.

Recurring Payment: Current Balance Message: This message corresponds to the Total Balance display when homeowners make a payment.
Recurring Payment: Assessment Balance Message: This message corresponds to the Assessment Balance display when homeowners make a payment.

Configuring Global Payment Setting

Select Administration > Manage Payments. If you are using universal navigation, click Accounting > Resident Payments > Manage Payments.
Select or enter the following fields in the Global Defaults section as needed:
- Credit Card Payments:
  - Processor for AutoPay: Select the credit card payment processor for AutoPay. If Other is selected, enter the full website address of the external link. This field is not enabled if the Disable AutoPay Credit Card payments checkbox is selected.
  - Disable AutoPay Credit Card payments: Select to disable credit card payments for AutoPay.
  - Processor for One-Time: Select the credit card payment processor for one-time payments. If Other is selected, enter the full website address of the external link. This field is not enabled if the Disable One-Time Credit Card payments checkbox is selected.
  - Disable One-Time Credit Card payments: Select to disable credit card payments for one-time payments.
- eCheck Payment:
  - Processor for AutoPay: Select the eCheck payment processor for AutoPay. If Other is selected, enter the full website address of the external link. This field is not enabled if the Disable AutoPay eCheck payments checkbox is selected.
  - Disable AutoPay eCheck payments: Select to disable eCheck payments for AutoPay.
  - Processor for One-Time: Select the eCheck payment processor for one-time payments. If Other is selected, enter the full website address of the external link. This field is not enabled if the Disable One-Time eCheck payments checkbox is selected.
  - Disable One-Time eCheck payments: Select to disable eCheck payments for one-time payments.
- Default Payment Type: Select AutoPay or One-Time from the dropdown as the default payment type.
- Default Payment Amount: Select the default payment amount. Options include Current Balance, Total Balance, or Fixed Amount.
Click Save Defaults.
On the Save Defaults confirmation popup, click Ok to save the settings or Cancel to not save the settings.

Association Overrides

Adding an Association Override

Select Administration > Manage Payments. If you are using universal navigation, click Accounting > Resident Payments > Manage Payments.
Click Add Override.
On the Add Override popup, enter or select the following fields as needed:

NOTE: At least one field must be changed to save the override.
- Credit Card Payments:
  - Processor for AutoPay: Select the credit card payment processor for AutoPay. If Other is selected, enter the full website address of the external link. This field is not enabled if the Disable AutoPay Credit Card payments checkbox is selected.
  - Disable AutoPay Credit Card payments: Select to disable credit card payments for AutoPay.
  - Processor for One-Time: Select the credit card payment processor for one-time payments. If Other is selected, enter the full website address of the external link. This field is not enabled if the Disable One-Time Credit Card payments checkbox is selected.
  - Disable One-Time Credit Card payments: Select to disable credit card payments for one-time payments.
- eCheck Payments:
  - Processor for AutoPay: Select the eCheck payment processor for AutoPay. If Other is selected, enter the full website address of the external link. This field is not enabled if the Disable AutoPay eCheck payments checkbox is selected.
  - Disable AutoPay eCheck payments: Select to disable eCheck payments for AutoPay.
  - Processor for One-Time: Select the eCheck payment processor for one-time payments. If Other is selected, enter the full website address of the external link. This field is not enabled if the Disable One-Time eCheck payments checkbox is selected.
  - Disable One-Time eCheck payments: Select to disable eCheck payments for one-time payments.
- Default Payment Type: Select AutoPay or One-Time from the dropdown as the default payment type.
- Default Payment Amount: Select the default payment amount. Options include Assessment Balance, Total Balance, or Fixed Amount.
Select the checkbox(es) in the Add Overview column to apply the overrides to those associations.
Click Add Overrides.
On the Add Overrides confirmation popup, click Ok to save the settings or Cancel to not save the settings.

Editing an Association Override

Select Administration > Manage Payments. If you are using universal navigation, click Accounting > Resident Payments > Manage Payments.
In the Overrides section, click Edit Override next to the association to edit the override.
On the Edit Override popup, enter or select the fields as needed.
Click Save Changes.
On the Save Override confirmation popup, click Ok to save the settings or Cancel to not save the settings.

Deleting an Association Override

Select Administration > Manage Payments. If you are using universal navigation, click Accounting > Resident Payments > Manage Payments.
In the Overrides section, click Reset to Global Default next to the association to reset.
On the Reset to Defaults confirmation popup, click Ok to remove the association override or Cancel to keep the association override.

Viewing the Activity Log

Click the Activity Log hyperlink to view a list of changes made to Global Default settings and Association Override settings.

Viewing the Association Report

Click the Association Report hyperlink to view a list of payment setups for the associations that can be downloaded into an Excel spreadsheet.