Using the agentOS Payment App

Q: What is the agentOS Payment App and what does it do?

A: The agentOS Payment App provides a streamlined way to request and receive payments from your clients. Whether you need to collect one-off payments or set up recurring rent collections, the Payment App offers flexible solutions for all your payment needs. It integrates directly with your agentOS client accounts and provides features such as automatic reconciliation, payment tracking and history, and customisable SMS and email templates.

Q: What key features does the Payment App include?

A: The Payment App includes the following key features:

• Request one-off payments or set up standing orders
• Accept payments via open banking or card payments
• Send payment requests through SMS and email
• Website payment functionality for generic payment links
• Automatic reconciliation of payments
• Integration with your agentOS client accounts
• Payment tracking and history
• Customisable SMS and email templates

Q: What are the fees for using open banking payments?

A: The fees for open banking payments are:

• Single payment request: £0.35
• Monthly recurring payment request: £0.35 per request
• agentPay rent automation and reconciliation: Additional £0.75 per rent paid (waived for Calmony Client Account holders)

Q: What are the fees for card payments?

A: Card payment fees (from 10th June 2024) are:

• Debit cards: £0.10 + 1.25%
• Credit cards: £0.10 + 1.85%

Q: How do I request a one-off payment through the Payment App?

A: To request a one-off payment:

1. Navigate to the person's profile
2. Select "Payment App & Standing Orders" from the ladder
3. Choose "Request a Payment with App"
4. Select the receiving bank account
5. Enter payment amount (automatically populated for tenant outstanding amounts)
6. Send request via email and/or SMS

Q: How do I set up standing orders through the Payment App?

A: To set up standing orders:

1. Follow steps 1-2 from requesting a one-off payment above
2. Choose "Setup Standing Order with App"
3. Specify:
   • First payment date
   • Payment amount
   • End date (if applicable)
4. Send to your client

Q: Can clients use the Website Payment App for generic payments?

A: Yes, for generic payments, you can use the Website Payment App to generate payment links that allow clients to:

• Specify their own payment amount
• Enter custom references
• Choose their preferred payment method

This is ideal for situations where payment amounts vary or where clients need flexibility in how they pay.

Q: Where can I get help with the Payment App?

A: For assistance with the Payment App:

• New clients (recently signed): Please contact [e-mail]
• Existing clients: Contact [e-mail]

Related Articles

• "Payment App & Card Payments Charges" - Current pricing and fees
• "Website Payment App" - Details on setting up generic payment links
• "Payment App, Standing Orders App & Website Payments App" - Complete guide to payment requests
• "Payer Terms and Conditions of Payment App" - Terms and conditions for clients
• "Calmony and payment app fees" - Information about Calmony integration