There are many different things residents need to pay for in a community like rent, maintenance fees, or fines. Each of these items can be setup and customized as a payment type in Condo Control. This user guide outlines how to create, edit and delete online payment types.
For a demonstration on how to create a payment type, refer to the following video:
Make a Payment - Adding & Managing Payments Video
1. Select Setup from the Welcome menu.
2. Select Store/Payments from the main menu.
3. Ensure you have enabled online payments for your workspace. You can adjust these settings by selecting Click here to change this setting. Then select New to create a new online payment.
4. Fill out the details of your new online payment.
Product/Service: This is the title of your new online payment.
Description: This is the description for the online payment that describes its purpose.
How would you like to handle Conditions: If you select Agree Online, you can either select a prewritten terms and conditions template or write a new one for this section.
Custom Payment Details: Add any additional details regarding payment options.
Payment Types: Select the payment type for this online payment.
One Time Payment – This allows your Owners and Residents to pay one time. Examples include: Payment for special items that are not to be listed on the store
Recurring Payment – Payments will be charged for the first day of each month. Example: monthly maintenance fees that are the same for everyone
Both – This will allow the Owners and Residents to decide how they are paying this fee
Fee Amount: Select the fee amount for your online payment.
No Specific Amount – Owners and Residents will be able to select and choose the amount they do
Specific Amount – Owners and Residents will be paying a set fee every time
Requestor Comment Required: If you select Yes, the user will be prompted to enter a comment before making a payment. If you select No, the field will be optional.
Associate GL: If enabled, you will be able to associate this online payment with a selected General Ledger.
Associate PostCode: If enabled, you will be able to associate online payments with a selected PostCode.
5. Once completed, select Save.
6. Your new online payment will now be added to the Online Payments list.
7. Your online payment can be edited and deleted by clicking on the Edit and Delete icons.
Note: Deleting a recurring payment type will result in any current subscriptions being automatically cancelled.
To view the payment type, return to the homepage and select Make a Payment.
From the dashboard, select the Make a Payment to view the online payment form.
You will then see the new payment type under the "I want to pay for" dropdown menu.
To learn how to make payment on behalf of a resident, please review the user guide:
Online Payments - How to create a payment on Behalf of Residents.