In CondoCafe, owners can set up autopay; for example, an owner could set up an automatic withdrawal to pay rent on the first of every month.
For owners who aren't using CondoCafe, you can set up e-payments for them in Breeze. You can also use Breeze to modify e-payments that were initially set up by owners in CondoCafe, or add payment methods like credit card or debit card for the owner.
To set up e-payments at the owner level in Breeze
Open the Owner screen and click the E-Payments tab.
On the E-Payments tab, there are three sub-tabs:
EFT Setup: On this tab, you can set up the owners bank account information.
Credit/Debit Card Setup: On this tab, you can set up credit card or debit card information.
Recurring Payments Setup: On this tab, you can schedule automatic payments using EFT or credit/debit cards.
In the next section of this article, we'll show how to set up automatic EFT payments for a owner.
To add bank account information for EFT payments
Open the EFT Setup sub-tab. Click the Edit icon (the pencil).
Click the New button. The New EFT Setup screen appears.
Complete the screen.
Owner | The owner's name. This field is read only. |
Additional Payer | If appropriate, select one of the Additional Owners on the lease to pay the recurring charge. |
Country | The owner's country. This field is read only. |
Transit | The bank's routing number. |
Account | The owner's account number. |
Name | The name on the owner's bank account. |
Fed/Tax Id | Enter the federal tax ID for a commercial owner, if appropriate. |
Corporate/Commercial | Select "Yes" for a commercial owner. |
Savings Account | By default, Breeze assumes that the bank account is a checking account. Select "Yes" if it's a savings account. |
Note | Enter notes as needed. |
Bank Name | Enter the bank's name. |
Click Save.
The EFT Setup sub-tab shows the owner's bank account information.
You can now use the bank account to set up a recurring payment.
If you want to use this account to make direct payments to the owner (for example, a deposit refund), select the Payable Default checkbox.
The EFT Setup sub-tab also shows owner bank accounts that were set up in other ways:
If the Online column has a check mark, the bank account was set up by the owner on CondoCafe.
If the CHECKscan column has a check mark, the bank account was used in a CHECKscan payment by the owner. (CHECKscan is an app that allows you to deposit checks and create Breeze receipt records via your phone. For more information, click .)
To set up a credit card or a debit card
Instead of setting up a bank account for EFT payments, you can enter credit/debit card information.
Open the Credit/Debit Card sub-tab. Click the Edit icon (the pencil).
Click the New button. Your browser is redirected to a CondoCafe screen.
Select a Payment Option: Credit Card or Debit Card.
Complete the screen and click Save.
Note: This address information does not pull from Breeze and has to be entered manually, and the Billing Address may be different from the owner's profile within Breeze.
If there is an error message of incorrect credit or debit card information, e.g., wrong expiry date, CVV code, or address, double-check that information with the owner. If still occurring, the owner will need to contact their banking institution.
The Credit/Debit Card Setup sub-tab shows that the card information has been saved.
To set up a recurring payment with a fixed amount
Open the Recurring Payments Setup sub-tab.
Click the Edit icon.
Click the New button. The Fixed Recurring Payments screen appears.
Complete the screen.
Recurring Payment Type | Fixed Recurring Payments The same amount is withdrawn very month. Pay What I Owe The amount of the withdrawal can vary, depending on how much the owner owes (rent + any additional charges). This type is explained in the next section of this article. |
Owner Name | The owner's name. This field is read only. |
Estimated Payment Amount | The sum of the Current Lease Charges, listed at the bottom of the screen. This field is read only. |
Existing Payment Amount | The total of existing recurring payments (if any). This field is read only. |
Remaining Amount | (Estimated Payment Amount) - (Existing Payment Amount) |
Amount | Enter the amount of the recurring payment. Typically this amount would match the Remaining Payment Amount. |
Start Date, Stop Date | The dates of the first and last monthly payments. |
Pay on Day | The day of the month the payment will be made. |
Payment Account | The bank account or credit/debit card that will be used for the payment. |
Notes | Enter a description of the payment, if needed. |
Click Save. The recurring payment appears on the Recurring Payment Setup tab.
On the first Pay On Day after the Start Date, Breeze will initiate a payment from the owner's bank account or credit card account.
To set up Pay What I Owe recurring payments
Pay What I Owe is one of the recurring payment types. In this type of payment, the owner agrees to pay rent and any additional charges they have incurred, up to a maximum amount.
The fields on the screen are the same as for Fixed Recurring Payments, except for the following:
Existing Payment Amount and Remaining Amount are not shown.
There is a new field, Max Amount, where you can enter an upper limit on the withdrawal amount.
Notes on Payment Setup in Breeze vs. CondoCafe
Bank accounts and e-payments that were set up in CondoCafe are visible in Breeze and can be modified there. But the opposite is not true: if you set up a bank account for a owner in Breeze, the owner will not be able to see it on CondoCafe.
In order for an account to appear on Condocafe, it has to be added through Condocafe. This is due to the authorizations that are obtained when a owner adds the account through CondoCafe. These authorizations are necessary in order to use the account for online payments.
Note: The E-Payments tab can be used to check what type of PAD settings an owner has.