Link ProPay Accounts
Click your profile menu.
Click Settings.
Click Payment Processing.
Confirm your ProPay accounts are properly linked.
Set Up the Payment Method
Go to Companies.
Select the company you want to configure.
Under Make a Payment, click the Payment Type dropdown.
Select Manage.
Click Add New to add a new ProPay payment method.
This is the payment method the money will be taken from when creating a payment.
Payment Options for Journal Entries
Use the Payment Options dropdown to select the appropriate bank account for recording the journal entry.
This selection only affects the journal entry, not the actual ProPay transaction. You should select the bank account that corresponds with the payment method being used for the transaction.
Deposit Management Charge Payments
Funds processed through ProPay will deposit into the account set as the Management Charge Payment Deposit Account.
To set this account:
Go to the company record.
Open the Company tab.
Select Company Information.
Choose the appropriate deposit account.
This account typically matches the operating account for your property management company.
Autopay Details
Autopay uses the company’s operating account for both the journal entry and the ProPay transaction.
Funds processed through Autopay deposit into the designated Management Charge Payment Deposit Account.
Management fee payments work similarly to tenant payments, but include additional settings for operating accounts and journal entry details.