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settingsApril 4, 2025

Banking and Payments

How to add a Debit or Credit card to your account

  1. On the left side menu, click on the Settings menu option

  2. On the Settings dashboard, click on Payment Account

  3. On the left side, click on the button Add credit/debit card

  4. Fill out the credit card form and click Save card. The card will show up on the dashboard below the Add credit/debit card button
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How to add Plaid to your account

  1. On the left side menu, click on the Settings menu option

  2. On the Settings dashboard, click on Payment Account

  3. On the left side, click on the button Add Plaid Account
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  4. Fill out your Plaid account information and click Save .
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How to configure Rent Payment Settings

Rent payment is an important feature of all property management software.

To ensure for smooth rent collection, keep the following in mind:

  1. Enable Allow online payments
  2. Enable Allow ACH payments
  3. Enable Allow card payments
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To add the bank account that should recieve the rent payment