A very exciting new feature we are adding to the system is the ability to request both one-off and standing order payments from your clients, using the agentOS payment App.
The existing Standing Orders section on person profiles has been merged into a new ladder option, Payment App & Standing Orders. From here, you'll still be able to see any previous standing order references that you've linked. Above that section ,however, is a new feature for requesting payments.
On the right-hand side of this new section, you have options to Request a Payment with App, and Setup Standing Order with App. These are also available from the Actions menu of that person:
For a clearer understanding of this process, we have prepared demo video links to both the Payment App and Standing Order App:
When you click through either Request a Payment with App or Setup Standing Order wtih App, you'll get this pop-up, allowing you to select which bank account the payment will be sent to, and the amounts that you'd like to request. If you are requesting a payment from a tenant then any Outstanding Deposit or Outstanding Rent will be populated in here automatically, although you can change these figures if needed:
This will then load an Email and SMS sending screen, allowing you to amend details if needed and send these requests out.
To change the SMS and Email templates go to SMS Templates and Email Templates in the Office tab and edit the templates called 'PaymentApp SMS invite' and 'PaymentApp Email invite'.
Those receiving a payment request will have the option of selecting the amount to pay and the payment method, either by bank transfer or by card payment:
For Standing Orders, your clients can select an amount, frequency and both the first and final payment date as required, or make recurring payments until told otherwise:
Back on agentOS, any payments requested will then show in the Payment App & Standing Orders grid, updating in real time, as your payee sends their funds to you:
If you need to re-send a request, or you need a copy of the link to send through a different method, you can do this by clicking the buttons in the App Link column shown above.
Clicking the arrow to the left of the requested payment will give you more information in the Log, including updates of when the payment processes through.
We hope that in time you will integrate these features in your daily process, and we will be here supporting you every step of the way!
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