After receiving an invite from your property manager to join coManage, you will see the following menu:

It will list the properties you are an occupant at as well as your current balance. If the account balance is negative, that means you have a credit to be used against future charges. You often see this if you prepay your rent before the charge has been entered.

You can click on a property to see your ledger for that property. A ledger is an accounting of your prior charges and payments, whether the payment was made through coManage or not, it is what your property manager has recorded:

To make a payment through coManage, you must first add a bank account.

Adding and Disabling Bank Accounts

Click on the "Bank Accounts" menu item on the left.

You have two options in the top right, "Link bank via Plaid" or "Add bank manually" by using your routing and account numbers. With Plaid, you authenticate with your bank and it gives us the correct routing and account numbers. This ensures that we get the right numbers and avoids errors. For example, if you mis-enter your account information and the payment fails, you may be subject to late and NSF fees, etc.

This is what clicking the Plaid button will look like:

And this is what clicking the add manually button will look like:

You can add multiple bank accounts if you so desire.

You will see your bank accounts listed on the Bank Accounts view once you add a bank account:

You can always click on a Bank Account to edit the nickname or disable the Bank Account:

Making a Payment

To make a Payment, navigate to the Payments menu:

In the top right, you can make a One-Time Payment or a Recurring Payment.

One-Time Payment

To create a One-Time Payment, click the "Create a Payment" button.

Here you select the Property you are making payment on, select the Bank Account you want to use, set the amount and the date. Once you are satisfied, click Create. This will generate a confirmation message, which you must confirm.

You will now see this Payment on the Payments menu:

To cancel, please refer to this Help Article: https://intercom.help/comanage/en/articles/4316447-how-to-cancel-a-payment

Create a Recurring Payment

To create a Recurring Payment is a similar process. Click the "Create a recurring payment" button in the top right corner:

NOTE: Recurring payments can only be created for the future not for today. If today is the 7th and you want your recurring payment to start on the 1st but you also want to make a payment today, you have to create a Recurring Payment for the next 1st of the month then make a One-Time Payment for today. This is essentially what we've done in this example.

Here you select the Property you are making payment on, select the Bank Account you want to use, set the amount and the recurring day. It shows you an example of the next 6 recurrences. Once you are satisfied, click Create. This will generate a confirmation message, which you must confirm.

You will see all of your upcoming scheduled and past payments on the payments menu:

To find out more about when payments process and when and how to cancel them here: https://intercom.help/comanage/en/articles/4316447-how-to-cancel-a-payment

Additional Info

coManage does its best to prevent people from accidentally creating duplicate payments. When you try to create a payment after others were recently made or scheduled, you may see a warning like this:

NOTE: Be sure to cancel any recurring payments as you move out. Otherwise, payments may continue to be made. Sometimes people moving out are still paying on a balance and don't want their recurring payments canceled. While you will receive notification of a payment being made with time to cancel, it is always better to be safe than sorry. You may be busy and not see the email quickly enough. Once a payment is made, we cannot undo it. We will have to wait for it to fail through the bank or for it to succeed and the manager will have to refund it. This takes at least 10 days as payments can take a long time to fail.

As always, if you have any questions or suggestions, please email us support@comanage.com

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