Resident Payments

There are 2 types of Payments in the system; Merchant Payments and External Payments.

Merchant Payments use our partnered payment processor, which clients setup through our account representative. Each Property must have a Merchant Account associated with it in order to use the Merchant Payment functionality within the system.

External Payments are any types of payment accepted that does not use our Merchant Processing Functionality in the system. These could be payments through Check, Money Order, Cash, or anything that does not use a Credit Card, including Subsidy Payments if they apply.

1-2) Log in as a staff user and Accessing the Correct Property

Accessing the Correct Property can be done both by accessing the Header Property Selection Link that is next to your Username. Clicking the link will open the modal pop-up seen below. You can also select whichever Property you wish from the cards displayed on the page as soon as logging in, the Property selection screen only appears on the homepage when there is no Property currently selected for use.

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3-4) Finding the Resident and Going to their Ledger from the Actions Page

Resident Payments are captured from within an internal interface on the Resident Ledger, so first we find our Resident on the Resident Search Page. Once clicking on the Resident you wish to view, you go to their Leger by clicking the button highlighted in orange below.

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5-6 Going to the Resident Ledger and then Creating a Charge

Once on the Resident Ledger you are able to make Charges and Payments by clicking the red links in the header. To Create a Charge you must enter an amount and then select a Transaction Code for the Amount charged. The selected Transaction Codes will be matched with a Payment containing the same Code.

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Accepting Payments

We have 3 Types of Payments in the system for Merchant Payments. Full, Partial, and Prepaid. And then External Payments

Full Payments take the full amount owed by the Resident and after a full payment is submitted the owed Transaction Codes are automatically satisfied, this is the most convenient type of payment because everything is automated.

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Partial Payments take the previously paid transaction codes and allow Payments to be submitted in custom amounts.

Prepaid Payments Allows a Resident to pay in advance for Lease and Additional Add-On Rent using monthly increments for ease of use.

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The process of accepting External Payments is very similar to Merchant Payments, except that you only need to enter the Document ID (which can be any identifier you wish for the Payment) and amount that has been paid for it to be tracked in the system. In ExactEstate, Subsidy Payments and any other type of Non-Credit Card Payment is considered an External Payment.

1-2) Log in as a staff user and Accessing the Correct Property

Accessing the Correct Property can be done both by accessing the Header Property Selection Link that is next to your Username. Clicking the link will open the modal pop-up seen below. You can also select whichever Property you wish from the cards displayed on the page as soon as logging in, the Property selection screen only appears on the homepage when there is no Property currently selected for use.

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3-4) Finding the Resident and Going to their Ledger from the Actions Page

Resident Payments are captured from within an internal interface on the Resident Ledger, so first we find our Resident on the Resident Search Page. Once clicking on the Resident you wish to view, you go to their Leger by clicking the button highlighted in orange below.

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5-6 Going to the Resident Ledger and then Creating a Charge

Once on the Resident Ledger you are able to make Charges and Payments by clicking the red links in the header. To Create a Charge you must enter an amount and then select a Transaction Code for the Amount charged. The selected Transaction Codes will be matched with a Payment containing the same Code.

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Accepting External Payments

Subsidy Payments are rental assistance payments provided externally to the rental process.

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External Full Payments take the full amount owed by the Resident and after a full payment is submitted the owed Transaction Codes are automatically satisfied.

External Partial Payments take the previously paid transaction codes and allow Payments to be submitted in custom amounts.

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