Once you have been approved for a merchant account, visit Settings, Setup EasyPay and you will be presented with the screen below. Please verify that these settings are configured to your satisfaction and enter the email address where you would like us to send the payment notifications.
1) Set the Default Incoming Account and the Default Outgoing Account
settings to match the checking account you provided on your Forte merchant application so Rentec can automatically apply payments to the correct account.
2) If you applied for credit card processing, you can enable credit card payments by selecting Yes on the Enable Credit Card Payments in Tenant Portals? setting. Then check the box next to each card type that you would like to accept, and enter the convenience fee percentage you wish to charge your tenants.
3) Enable ACH processing by selecting Yes on the Enable ACH Payments in Tenant Portals? setting.
(Tenants will not be able to pay online if this settings is set to No.)
Setting "Tenant Provides ACH Authorization by:" to Tenant Portal will allow your tenants to enter their bank information themselves and schedule their own online payments through their online portal.
If you prefer to enter your tenant's bank information yourself, select Written Document instead. You will want to create your own Tenant Authorization Form and you are also
welcome to download our application examples as a template (top right) in order to
create your own form.
Schedule A Tenant Payment
schedule a payment for a tenant, go to the Tenants tab, right-click on any
tenant and choose 'EasyPay'. There you can enter the routing #, account
#, and ACH fee (if any) you wish to charge them as well as setup one
time or recurring transaction. Be careful though, as the system is
live, any charges entered into the system will process from this point
Full instructions on how to schedule payments for tenants can be found here:
Submit An Owner Disbursement
You can also pay your owners with ACH...follow this link for further instructions:
Pay Owner Disbursements (The Owner Disbursement Wizard)
If you want to perform a live test using your merchant account, use the test merchant account instructions here.
Direct provides reporting of all the transactions; however, FORTE will also be providing you with a Virtual Terminal reporting system which can be used for
additional reconciliation or for double checking any transaction's