To add a payment method to a rent account

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The procedure to add a payment method to a rent account is as follows:

  1. Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
  4. Double-click on the specific agreement against which an account payment method is to be configured. The Agreement Details window is displayed.
  5. Click on Accounts. The Accounts tab is activated.
  6. Double-click on the specific account against which a payment method is to be configured . The Account Details window is displayed.
  7. Click on Payment Methods. The Payment Methods tab is activated.
  8. Click on New Payment Method. The Payment Method window is displayed.
  9. Using the Payment type drop-down field, select the parameter value appropriate for the account e.g. Direct Debit, Standing Order, Cheque, PayPal, Cash, Postal Order, etc.
  10. Where the selected payment type is the Primary method of payment, activate the tick box provided i.e. the majority of payments on the account will be made via this method.
  11. Choose an Effective from date for this payment method i.e. the date on which it came into effect.
  12. Choose an Effective to date if the payment method is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the payment method will be continually valid.
  13. Click on Confirm. The new record is displayed in the Payment Methods summary table 3.
  14. Click on Save 4.


Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 To amend the details of an existing payment method, double-click on the desired row in the Payment Methods summary table and repeat steps 10 through 14.

4 To remove the payment method, change the Effective to date to be one day prior to the Effective from date.


See related topics...

Rents account payment processing overview

To issue a new payment card to a rent account

To add an expected payment to a rent account

To define the user profile

Using the search facility