Reviewing Scheduled Payment Details in Property Boss
- Go to the resident’s Lease Notebook.
- Click on the Tenants/Contacts tab on the right side of the screen
- Find the resident’s name and click the “Setup EFT” button
- Find the “Schedule Information” section.
Example: Scheduled Payments are set up
- If the box is checked, the schedule details will be listed.
- The payment information filled out in the upper section is the payment information being used for the scheduled payment.
- There can only be one scheduled payment per resident.
- You can end scheduled payments by unchecking the “Drafts are Regularly Scheduled” box. Click OK to save.
Example: Scheduled Payments are NOT set up
