Setting Up Auto-Payments in ResidentPortal 4.0: Resident Perspective

Your residents can use ResidentPortal to make online payments. Setting up auto-payments is a convenient way for residents to consistently pay rent on time.

Setting Up Auto-Payments

1. The resident logs in to ResidentPortal.

2. On the left side of the screen, from the Main Menu, the resident clicks Payments and then Auto-Payments.

3. In the Auto-Payments screen, the resident clicks Add New Auto-Payment.

4. The resident enters the Payment Amount. Based on your property's settings, the resident may see multiple payment amount options, or the option to schedule bi-monthly payments, in this section.
5. 1. If the resident has more than 1 lease, the resident must first select the lease for which they are scheduling the payment.

5. The resident chooses a Payment Method from a previously saved method or adds a new payment method by clicking Add New Payment Method.
   1. Adding a New Payment Method
      1. The resident clicks Add New Payment Method.
      2. The resident selects their payment type from a list of accepted payment types.
      3. The resident enters the payment information, and clicks Save Payment Method.
      4. The resident continues to step 6.

6. The resident selects a payment day from the Choose Payment Day drop-down menu.
   1. If your property only allows scheduled payments on one day of the month, the drop-down menu is replaced by a notice of when the billing occurs.

7. The resident selects when the Payments Start and when the Payments End from the respective drop-down menus.

8. If Pay by Text is enabled at your property, the resident can opt in by selecting Yes and entering their mobile number.

9. The resident clicks the checkbox stating I agree to the fees listed and have read and accepted the terms & conditions.
10. 1. The resident can view the terms & conditions by clicking Terms & Conditions next to the checkbox. In the Terms & Conditions pop-up window, the resident can click Yes, I Agree or the X in the top-right corner to close the window.

10. The resident clicks Save Auto Payment to save the recurring payment. The auto payment saves and the payment details now appear in the Auto-Payments screen.   

Notes:

• Payments Start: The first month in which the recurring payment is active.
• Payments End: The last month which the recurring payment is active. This can be set at a specific month or year or to Until I Cancel or Move Out, which causes the payment to be active until the resident manually cancels the recurring payment or moves out.
• If a recurring payment is returned for a permanent failure reason, such as incorrect account info or a closed account, any stored billing info associated with that payment method is deleted. If the card used for a recurring payment expires, all recurring payments using that card are automatically deleted. The resident receives a warning 2 months before the card expires.

Related Articles:

Making a Payment in ResidentPortal 4.0: Resident Perspective

Residents can also make one-time payments from their ResidentPortal account.

UPDATED: 03/28/2022