If you are using Propelr, your PM wants to sign up for Autopay, and you have the payment information, you can follow these steps:
1. Go to Property Managers and Assign Collection Method
2. Choose Propelr from the drop-down box in the Collection Method column.
3. Choose who will bear the platform fees (you, the cleaning company, or your PM).
4. Click the toggle to enable Autopay. The toggle will click back off to gray, but don’t be alarmed. This just means that you have enabled autopay, but there is no payment information yet, so the autopay is not set up.
5. Click Add Payment Details to pull up the Payment Info screen. Enter the data accurately, including the billing address on the bank statement. Click Save. Once the payment details have been entered, the Enable Autopay toggle will slide to ON.
6. You can confirm the status of autopay by going to Property Managers > View and checking the clipboard on the right side of the screen.
Clipboard colors are:
Gray solid – autopay has not been offered
Gray with white check – autopay is enabled, but the client has not set it up
Green solid – account was on autopay, and it is now disabled, or you need to update the payment info if there is an error in the info.
Green with white check and edit icon beside it – account is set up for autopay
Red – you sent an autopay request, but PM declined the autopay opportunity
Yellow – only occurs if your client is in the process of setting up Stripe ACH autopay, since they require microdeposits.
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