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storing tenant's credit card information

efazziochaissonefazziochaisson LARegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified
how do you store a tenant's credit card information without selecting the auto debit option at Move-In?

Comments

  • skinmanskinman KSRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    edited February 2018
    Go into ledger settings for the tenant.... go to edit auto bill... fill in all the credit card info .. hit ok... when it asks if you want to set up auto pay, say no. It should still save the card on file.
  • efazziochaissonefazziochaisson LARegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified
    skinman said:
    Go into ledger settings for the tenant.... go to edit auto bill... fill in all the credit card info .. hit ok... when it asks if you want to set up auto pay, say no. It should still save the card on file.
    so this would actually be an additional step after the Move-In process and after the initial payment has been applied to account correct? 
  • skinmanskinman KSRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    when doing the move in, when you get to the charges screen, auto bill edit is on the left hand side... you can do the same thing and save the card without setting up auto pay... My first post was assuming they were already an existing customer
  • skinmanskinman KSRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    Then you are still saving the card on file, and when you take the payment, card on file will be in the drop-down on their regular payment screen... Hope that isn't confusing
  • skinmanskinman KSRegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    So yes.... LOL. If you already moved them in and took their payment, you would have to go back into their ledger settings and save the card as an extra step
  • Sue_CSue_C NADaily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭✭✭
    skinman said:
    Go into ledger settings for the tenant.... go to edit auto bill... fill in all the credit card info .. hit ok... when it asks if you want to set up auto pay, say no. It should still save the card on file.

  • teamcapitolateamcapitola CARegistered User, Daily Operations Certified, Advanced Operations Certified, Administrator Certified, myHub Certified ✭✭✭✭✭
    If they have multiple units you can save time & just swipe/enter the card once for all the units... by going to "Tenants" then select "Multi-Unit Credit Card"
  • ShellyinNOLAShellyinNOLA LARegistered User
    I need help... not sure how to start a new thread or question...so I will put here... is there a way to print out or view ALL of my customers who are set up on AUTO PAY? 
  • karen700karen700 TXRegistered User, Daily Operations Certified, Advanced Operations Certified ✭✭✭
    @ShellyinNOLA....you can go to reports then double click credit card roll....view or print from there for current customers billed monthly.
  • Sue_CSue_C NADaily Operations Certified, Advanced Operations Certified, Administrator Certified ✭✭✭✭✭
    karen700 said:
    @ShellyinNOLA....you can go to reports then double click credit card roll....view or print from there for current customers billed monthly.

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