Homeowner Payment Method

Objective: Overview of the Homeowner Payment Method tab

To get to the Payment Method tab, navigate to Homeowners > Homeowner Profile > Payment Method tab. From this screen you can either enroll individual properties, or enroll all by clicking the respective buttons below. 
 

This tab will display the owners balance for their property and overall balance, as well as their property address and lot number. The Billing Start Date field is the first field listed on this tab and is used to set stop or prevent an account from being billed until a specified date. For further information and exact details on this field, visit our article on this setting HERE.

The second field, Payment Method for Homeowner, is where you can select from the drop-down whether the account is on Manual (default) or ACH Draft. If ACH Draft is selected, it will then display 3 extra fields to enter the ACH information; ABA (Bank Routing #), Bank Account #, and ACH Start Date. To sign the owner up for ACH draft you need to complete these 3 fields by entering their bank credentials and the date which they wish to start being drafted. 

Note * - If they wish to start the ACH draft in April for example, the date chosen here needs to be before the ACH draft day set on the Association > Settings. (i.e. if the draft day for the association is the 5th, the start date for the owner would need to be on or before April 5th. You can find more information on this ACH draft day setup on the association settings page HERE. 

If the ACH information is already set up on the account, and you come back to this tab to update the linked accounts, you must re-enter the ACH information completely in order to copy it over to the linked accounts. If you just click the update all linked accounts button without fully typing out the account and ABA information again, it will copy just the last 4 digits of each over to the other accounts and then fail on the merged accounts when trying to process. 

The last field in this tab is the Payment Plan for Account: field, which if checked will enable you to set up a payment plan for specific dates for the owner to be drafted on. When entering an owner on a payment plan, the start and end dates do not depend on the ACH draft day set on the association settings. You can see more information on the payment plan setup by viewing our article on this topic HERE.

FAQ

Q: How can I see all owners in a given association that are utilizing ACH?

A: Navigate to Homeowners > Homeowner List and add the ACH Start Date column by clicking the column menu icon (≡) next to any column header, selecting Columns, and checking ACH Start Date. Once the column is visible, filter it by selecting Is Not Null to display only owners currently enrolled in ACH.