The procedure to issue a new payment card to a rent account is as follows:
- Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address
1.
- 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 (
).
- 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.
- Double-click on the specific agreement against which a new payment card is required for an account. The Agreement Details window is displayed.
- Click on Accounts. The Accounts tab is activated.
- Double-click on the specific account against which a new payment card is required. The Account Details window is displayed.
- Click on Payment Methods. The Payment Methods tab is activated.
- Click on New Payment Card. The New Payment Card window is displayed.
- Using the Reason drop-down field, select a parameter value to qualify the circumstances surrounding the release of a new payment card e.g. Lost Card, Stolen Card, Damaged Card, New Tenancy, etc.
- Click on Confirm. The record of the newly issued card is displayed in the Payment Cards summary table.
- Click on Save.
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.
See related topics...
Rents account payment processing overview
To add a payment method to a rent account
To define the user profile
Using the search facility
