Property Matrix allows you to record invoice payments made through other payment methods, such as checks, Zelle, and transfers, in addition to processing payments directly on behalf of tenants.
Recording or Processing Payments
Go to the tenant’s page.
In the payment section, select the tenant you want to apply a payment for.
Choose the Payment Type:
Check, Other, or any other custom payment method type records the payment without executing a financial transaction.
ACH or Credit Card records the payment and initiates the actual financial transaction. Note: If the Check payment method does not appear as an option, ensure it is enabled in the tenant's lease settings by navigating to Tenant > Details > Lease Information.
Fill out the rest of the payment details, including the amount.
Click Receive Payment to save the transaction.
Confirming Payments
Open the tenant’s Transactions tab.
Review the most recent payment to confirm it was recorded or processed successfully.
Adding ACH or Credit Cards
In the payment section, open the Payment Type dropdown.
Scroll down and click Manage.
Click Add New.
Select either ACH or Credit Card.
Fill out the form and save.
These methods can only be added if the operating account for the building the tenant is currently leasing does not have a ProPay account set up.
Tenant Self-Service Portal
Tenants can manage their payments directly through the tenant portal. Here’s how:
Log in to the tenant portal.
Click Make a Payment or enable Autopay.
Choose a payment method (credit/debit card or ACH).
For ACH payments, select the "Use Bank Account" option and save the details. No additional action is required from the property manager to enable these online payment methods.
Adding Other Payment Methods for Recording
To add other payment method types needed for recording purposes, such as Zelle:
Click your profile icon in the bottom left.
Click Settings.
Go to General.
Click Add Payment Method Type.
Enter the name of the payment method.
Click Save.