Creating a one-time payment or scheduling a one-time payment in Property Vista

From time to time you may find that you, the Property Management Company, may need to create a one-time payment on behalf of your tenant and/or schedule one ahead of time. Below you will find the necessary steps to achieve this:

 

Step 1: Find the LEASE in question

Step 2: Click ACTIONS --> Make Payment

Make_Payment.png

Step 3: Choose the Lease participant and all their associated payment methods show up. If this is blank, please create a payment method first under the Tenant in question.

Step 4: If applicable: Leave the TARGET DATE blank if you want to process the payment immediately. Enter a FUTURE date if you want to schedule this payment

Target_Date.png

 

Step 5: Press SAVE. ATTENTION: One more step is required!

Step 6: Press Action--> Process to Process the payment (Scheduled or immediately).

 

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