If you have an EasyPay Merchant account, head to this link for Tenant Setup.
After you have been setup for EasyPay (no merchant), we require an application from each tenant who is going to use the ACH payment option (no form is necessary for the credit card payments option through their portal.) Under your Settings tab/EasyPay Setup, we have provided you with two application forms to choose from. You will need to provide the form to your tenant, or they can download it from their portal. Once your tenant has completed this form, you or the tenant can fax or email the form to us. We will notify you by email once a tenant has been successfully setup for EasyPay. (Typically takes 1 – 2 business days.)
Once your tenant has been setup for EasyPay, you will notice an icon of green dollar bills next to their name in the tenant tab. By clicking on this icon, you can toggle their EasyPay options. If you will be scheduling your tenant’s payment, you can do so from this screen. For Multipay, the frequency day is the day of the month/week this transaction is to happen on. With monthly transactions, the frequency day should be the actual day it is to pull. For weekly transactions, the frequency day corresponds to a day of the week: 1 = Sunday, 2 = Monday, 3 = Tuesday, 4 = Wednesday, 5 = Thursday, 6 = Friday, 7 = Saturday.
If you need to cancel a tenant’s EasyPay access, use the option of “remove” next to their account number. Once you have enabled a tenant’s EasyPay, they will be able to toggle their payments from their portal. Follow this link to learn more about the Tenant Portal.
In the Settings tab, if you are going to be allowing credit card payments, you will want to select which cards you will be allowing. (Remember, tenants do not have to return an EasyPay Application if they will only be paying by credit card. Once in their portal and they choose to make a credit card payment, the 5% service fee will be indicated.) Be sure to verify your email notification address and which account you wish to post transactions to within the program, as well as which application form will be available on the tenant portal.
Both MultiPay and SinglePay can be scheduled on the day the pull is to happen. Payments process three times each day – 6am, 8pm and 11:45 pm, Pacific.
To track your EasyPay scheduled payments, you can pull a the Financial Reports “Completed EasyPay” and “Upcoming EasyPay.” (In the report, if a transaction is listed at failed, there will not be any subsequent attempts.)
Follow this link for questions relating to the ACH timing and how soon you will see funds transfer.