Customers and authorized payers have 3 ways to make payments through the payment portal accessed via SMS automation. This is determined based on if the call is from an unknown number or the primary phone number on the account.

1. Account Holder Login Portal 
2. One-Time Quick Payment Portal 
3. Authenticated Payment Link 

Account Holder Login Portal

The Account Holder Login Portal provides tenants with full access to their account information and payment management tools. This is for tenants who need full access to their account information and account management features, but they called in from their non-primary number.

To access the portal, the customer must have access to the phone number associated with their account. If the customer does not have access to the phone number on file, they will be unable to complete the login process until their contact information has been updated.

Important Requirement

Customers must have access to the phone number on file for their account.

When a customer chooses to log in:

1. They enter their phone number.

   

2. A secure login link is sent to the phone number on the account.

   

    

3. The customer uses the link to access their account portal.

Features Available in the Account Holder Portal

The updated customer portal includes a modernized user experience and several self-service account management features.

Make a Payment

Customers can make payments toward any outstanding account balance.

This includes:

• Monthly rent
• Outstanding fees
• Other account charges

Update Payment Methods

Customers can manage their saved payment methods directly from the portal.

This includes:

• Adding a new payment method
• Updating existing payment information
• Maintaining current billing information
• Adjust autopay settings

Make Pre-Payments

Customers can submit payments in advance.

The portal currently allows customers to prepay up to one month ahead of their next billing cycle.

View Full Account Ledger

Customers can view a detailed ledger showing account activity and charges.

The ledger provides visibility into:

• Outstanding balances
• Fees
• Payment history
• Account transactions

This increased transparency helps customers better understand their account status.

One-Time Quick Payment Portal

The One-Time Quick Payment Portal allows a payment to be made without logging into the account.

This option was designed primarily for:

• Family members
• Friends
• Caregivers
• Business associates
• Any third party making a payment on behalf of a tenant

Primary account holders may also use this option if they simply wish to make a payment without logging in.

Where the One-Time Payment Option Is Available

The One-Time Quick Payment option is available through:

In-Office iPad

Customers can access the payment portal through the Pay Balance tile.

Phone Payment Automation

Callers reaching the payment automation system from an unrecognized phone number may be offered the One-Time Quick Payment option by the payment AI.

Security and Privacy

The One-Time Quick Payment Portal is intentionally designed to protect customer privacy.

Security Features

• No account details are displayed.
• No personal account information is visible.
• Users can only submit a payment.
• Only one payment can be completed per session.

To locate an account, the payer must provide:

• Tenant First Name
• Tenant Last Name
• Unit Number

This information is used only to identify the account for payment purposes.

From the payment portal home screen:

1. Choose No Login Quick Payment

2. Enter the tenant's information exactly as it appears in the PMS (Unit Number, First Name, Last Name)

   

3. Review and select the account.

   

4. The customer should now be able to make a one-time payment. They can only make a payment within this portal, and no tenant account information will be visible or able to be changed.

Important Note

In rare situations where multiple accounts match the information entered, the One-Time Quick Payment option cannot currently be used.

The payer may need assistance from facility staff to complete the payment.

Authenticated Payment Link

If the customer calls in from the primary number on their account, they will be sent an authenticated link which will not require login of any type. 

This link will take them to their logged in account to make a payment, make a prepayment, changed saved payment methods, change autopay settings, and view their ledger.