If you want to add a payment method on file for a tenant, without charging the card, you can do so at any time.
1. Locate the tenant in the facility dashboard.
2. Click "Change Info"
3. Click "Auto Billing"
4. Click "Add Payment Method"
5. Select the payment method you would like to add (ACH or Credit Card)
6. Enter the details as prompted on screen.
Note: If you will be using this payment for autopayment, by default the payment method will process ON the paid to date.
7. Choose whether you want to use this payment method for automatic payments. If you select YES, the payment method will be charged automatically each month. If you click NO, the payment method will be "on file".
NOTE: Saving the payment method on file for auto-billing will automatically generate an auto-billing agreement for the tenant. If you want to edit the contents of this agreement, you can do so by going to Configuration -> Template Management