Console Pay Scenario - New Tenancy Agreement

Overview

Console Pay Scenario - New Tenancy Agreement

Note: The feature mentioned in the article is not yet available to all users. If you don't see it as an option or if you're interested in enabling the 'Paid to Date +1' feature, please feel free to contact our support team for further assistance. It is essential that all direct debit changes are made in the morning prior to the 1pm AEST cutoff for direct debits and consider 3 business days of clearance.

Invoice creation requires the below calendar day notice to ensure that the scheduler will automatically prepopulate the required debit date for recurring invoices and rent to Paid to Date + 1:

Monthly Rent / Invoices: 16 or More days prior to due date

Fortnightly Rent / Invoices: 8 days prior to due date

Weekly Rent / Invoices: 4 days prior to due date

The processes in this article include:

• Invite Tenant to Console Pay
• Create Recurring Invoice
• Set up the Direct Debit Schedule

Invite Tenant to Console Pay

Follow the standard process for creating a tenancy within Reapit PM, ensuring all relevant information is entered, including lease details, rent details and paid to dates. At this point, do not set the tenancy up with recurring invoices as the tenancy needs to complete the Console Pay set up for Direct Debit purposes.

1. Click on People.
2. Click on Tenants.
3. Search and Select the Tenant.
4. Click on the three dots.
5. Click Send Invite to Console Pay.

1. The tenant will receive an invite to the Console Pay platform and will be prompted to enter Direct Debit information. Once the tenant is active in Console, a green tick will appear next to the tenancy from within the tenant list, and you can proceed to set up the recurring invoices and payment schedule.

Create Recurring Invoice

1. Click on People.
2. Click on Tenants.
3. Search and Select the Tenant.
4. Navigate to Agreement Details and click Edit.
5. Navigate to Recurring Outgoings. Click to create recurring invoices to the tenant, then confirm the frequency, invoice dates, paid to and dissections.
6. Click Save & View.

1. Debit dates will automatically default to paid to date + 1, provided minimum notice for trigger dates.

Set up the Direct Debit Schedule

1. Click on People.
2. Click on Tenants.
3. Search and Select the Tenant.
4. Click the three dots.
5. Click Manage Console Pay.
6. Click Create Schedule.
7. Due dates, frequency and rental amounts should automatically default allowing you to simply hit create. Debit Date will automatically align to Paid to Date + 1.

1. Multiple Debits scheduled on the same date, as above, will combine into single debits. These will appear as a Rent + Invoice Debit in the Upcoming Tab.