Banking and Payments
How to add a Debit or Credit card to your account
On the left side menu, click on the Settings menu option
On the Settings dashboard, click on Payment Account
On the left side, click on the button Add credit/debit card
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
How to add Plaid to your account
On the left side menu, click on the Settings menu option
On the Settings dashboard, click on Payment Account
On the left side, click on the button Add Plaid Account
Fill out your Plaid account information and click Save .
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:
- Enable Allow online payments
- Enable Allow ACH payments
- Enable Allow card payments
To add the bank account that should recieve the rent payment