Rent Manager

PayLease Setup within Rent Manager

Version 2.0




























London Computer Systems, Inc.

1007 Cottonwood Drive

Loveland, Ohio 45140

P: 1.800.669.0871
www.rentmanager.com





Enter PayLease Account Information into System Preferences
Rent Manager requires you to enter the account information that you received from PayLease.

1. Within System Preferences, click the General preference (in the ePay group) from the list on the left.
















2. Click the Provider drop-menu and select PayLease.
3. Enter your Merchant ID, Username, and Password (all provided by PayLease).
4. If your business agreement includes PayLease processing convenience fees on ePay transactions for you, then enable
(check) Have PayLease manage convenience fees. If PayLease manages the convenience fees, Rent Manager will
not track convenience fees charged to customers. PayLease will instead collect its processing fees directly from each
ePay transaction.
5. Enable (check) Disable "Payment by Phone" to prevent RM users from processing ePay transactions submitted by
customers through phone calls.

Generate an ePay Encryption Key and Password
Rent Manager requires an encryption key and ePay password to protect the fidelity of your ACH and credit card account
information as per PCI-DSS regulation standards. This should be done prior to entering your PayLease account information.


1. Go to File Administration System Preferences.
2. Click the Encryption preference (in the ePay group) from the list on the left.
















3. Establish your Password Requirements (refer to the RM Help File for more information).
4. Click Generate Encryption Key and follow the directions to create your encryption key.
5. Click Set Password and follow the directions to create the ePay password for your Rent Manager database.
Rent Manager cannot retrieve your password if you forget it. Rent Manager can only reset your password
which means you will lose all of your other ePay account information and data.





Enter Valid ePay Account Types and Deposit Options
Based on your agreement with PayLease, you may accept one or more "types" of ePay accounts (specific credit cards, ACH bank
accounts, etc.). Rent Manager lets you enter those account types and choose certain deposit options.

1. Within System Preferences, click the Advanced preference (in the ePay group) from the list on the left.



















2. Enable (check) the box next to each valid ePay Account Type for your customers, owners, and vendors. In other
words, select which types of accounts can be used to process ePay transactions. Valid account types are determined by
your agreement with PayLease.
3. Enable (check) Separate deposits if you want to create one deposit for all ACH transactions and one deposit for all
credit card transactions. If selected, you must also enter the cutoff time for both ACH and CC transactions.
For example, all ACH transactions processed before the specified cutoff time will be rolled into one deposit and ACH
transactions after the cutoff time will be rolled into the next day's deposit.
4. Enable (check) Automatically deposit ePay payments to allow Rent Manager to automatically deposit ePay
transactions into the Rent Manager Bank Register.

Enter Batch Settings
There are two ways to process ePay transactions within Rent Manager: one-time ePayments and batch ePay postings. For
customers and prospects who have their ePayments processed automatically in a batch, the following options determine how
much money to draw from their accounts and whether or not these customers/prospects should receive confirmation emails.

1. Within System Preferences, click the Batch preference (in the ePay group) from the list on the left.



2. Choose your default Batch Calculation Method:
a. Full Balance Customers by default pay the full balance of their accounts when batch ePay postings are
made within Rent Manager. You may also define a Never charge more than amount.
b. Selected Charges Customers by default pay the balance of the selected outstanding charges on their
accounts when batch ePay postings are made within Rent Manager. You may also define a Never charge
more than amount.
c. Set Amount Customers by default pay the specified amount when batch ePay postings are made within
Rent Manager.
3. Enable (check) Email Confirmation Letter to send an email to each customer included in a batch ePay posting within
Rent Manager.
4. Enable (check) Attach invoices to attach an invoice to the confirmation email sent to each customer.
5. If you are sending a confirmation email to customers, click [] to browse and select a letter template to be used as the
Confirmation Letter. You may select any customer-level letter template already saved in Rent Manager.

Set Up Customer, Owner, and Vendor ePay System Settings
Rent Manager requires you to define ePay-enabled banks (approved by PayLease) and other items like warning limits,
convenience fee charge types, and amounts (unless PayLease is managing convenience fees for you).

1. Within System Preferences, click the Customer ePay preference (in the ePay group) from the list on the left.






















6. Click ePay Banks.
7. Enter the ePay ID for each bank that has been enabled for ePay transactions (this ID is provided by PayLease).
8. If you handle convenience fees yourself...
a. Select the Charge Type to post to customers to collect convenience fees for ePay transactions.
b. Enable (check) ACH if you collect convenience fees for customer ACH transactions; then enter the fee amount.
c. Enable (check) Credit Card if you collect convenience fees for customer credit card transactions; then enter
the fee amount.






9. If PayLease handles convenience fees for you, click Update Now to see
the current fees that PayLease automatically charges customers for
processing certain types of ePay transactions. These fees are negotiated
between your business and PayLease.


10. If you allow owners to receive payments and make contributions through ePay...
a. Click the Owner ePay preference (in the ePay group) from the list on the left.
b. Enable (check) Enable ePay for owners.
c. Optionally enter an ePay Warning Limit to warn you of ePay transactions beyond the specified amount.
d. Select the Liability Account to track convenience fees related to owner ePay contributions.
e. Enable (check) ACH and/or Credit Card to charge convenience fees for ePay contributions of those
respective types. You must also then enter the fee amount for each ACH or credit card transaction.
11. If you allow vendors to be paid through ePay transactions...
a. Click the Vendor ePay preference (in the ePay group) from the list on the left.
b. Enable (check) Enable ePay for vendors.
c. Optionally enter an ePay Warning Limit to warn you of ePay transactions beyond the specified amount.
12. Click Apply to save all of the system preference updates that you have made.

Set Up Properties for PayLease
A property must be ePay-enabled before the customers or prospects of that property can have ePay accounts set up.

1. Go to Rental Info Properties.
2. Select a property from the list on the left and click the ePay tab.


















3. Enable (check) Enable for this property.
4. Enable (check) Use System Defaults to automatically fill in the fields of the "ePay Settings" section with the default
options defined through System Preferences. Otherwise, choose the ePay bank account for this property, the warning
limit, and the convenience fees charged to customers/prospects of this property (if you handle convenience fees).
5. Choose the default Batch Calculation method (Use System Defaults, Full Balance, Selected Charges, Set Amount);
this determines the default amount to charge customers and prospects of this property who are involved in batch
ePay postings within Rent Manager.
6. Click Save.
7. Repeat these steps for every property that should allow customers and prospects to make ePay payments.




Set Up Customers/Prospects for PayLease
Rent Manager allows you to enter ePay account information for your customers and prospects to make it easier and more efficient
to receive electronic payments from these accountholders.

1. Go to Rental Info Customers or Prospects.
2. Select a customer/prospect from the list on the left and click the ePay tab.



















3. Enable (check) Active.
4. Select an Account Type from the drop-menu.
If a credit card is selected, enter the First Name and Last Name that appears on the card as well as the Account
Number, Cvv2 security code, and the Expiration Date.
If an ACH account is selected, enter the First Name and Last Name of the accountholder as well as the Account
Number and the Routing Number.
5. Enter the Billing Information (billing address) for this customer/prospect. Click Fill From Customer|Prospect to
automatically populate these fields with the customer or prospect's address information from the General tab of the
account.
6. Optionally enter a Posting Day; Rent Manager will warn you as customer/prospect posting days approach in your
Reminders (Activities Reminders).
7. Enable (check) Use this account for ePay Batch Postings to include this customer or prospect in batch ePay
postings. If this option is disabled (unchecked), then you will only be able to receive one-time ePay transactions from
this account.
8. If the customer/prospect is included in batch ePay postings, select the Batch Calculation method (Use Property
Defaults, Full Balance, Selected Charges, Set Amount).
9. Enable (check) Send Confirmation to send a confirmation email to this customer/prospect when a batch ePay
posting is made against this account.
10. Click Save.
11. Repeat these steps for each customer or prospect with ePay account information.




Set Up Owners for PayLease
Rent Manager requires you to enter ePay account information for owners who want to make ePay contributions to their
ownerships or receive their distributions through ePay transactions.

1. Go to Owners Owners.





















2. Select an owner from the list on the left and click the ePay tab.
3. Enable (check) Active in the "Owner Contribution Account Information" section.
4. Select an Account Type from the drop-menu; this is the account that makes ePay contributions.
If a credit card is selected, enter the First Name and Last Name that appears on the card as well as the Account
Number, Cvv2 security code, and the Expiration Date.
If an ACH account is selected, enter the First Name and Last Name of the accountholder as well as the Account
Number and the Routing Number.
5. Enter the Billing Information (billing address) for this owner. Click Fill From Owner to automatically populate
these fields with the owner's address information from the General tab of the account.
6. Enable (check) Active in the "Pay Owner Account Information" section.
7. Select an Account Type from the drop-menu; this is the ACH account that receives owner ePay distributions.
Enter the First Name and Last Name of the accountholder as well as the Account Number and the Routing Number.
8. Click Save.
9. Repeat these steps for each owner with ePay account information.




Set Up Vendors for PayLease
Rent Manager requires you to enter ePay account information for vendors who want to receive bill payments through ePay
transactions.

1. Go to Lists Vendors.





















2. Select a vendor from the list on the left and click the ePay tab.
3. Enable (check) Active.
4. Select an Account Type from the drop-menu; this is the vendor's ACH account that receives electronic payment
when you pay bills associated with this vendor through ePay. Enter the First Name and Last Name of the
accountholder as well as the Account Number and the Routing Number.
5. Enter the Billing Information (billing address) for this vendor. Click Fill From Vendor to automatically
populate these fields with the vendor's address information from the General tab of the account.
6. Click Save.
7. Repeat these steps for each vendor with ePay account information.

Processing & Tracking ePay Transactions within Rent Manager
To process and track ePay transactions within Rent Manager, refer to the following topics in the RM Online Help File:

"Process One ePay Payment"

"Post Recurring ePay Payments"

"Pay Vendor Bills with ePay"

"Write Owner Checks"

"Manual Owner Payout"

"Make Owner Contributions"

"View the ePay Register"

"Update Rejected ePay Transactions"

"Allow PayLease to Handle Convenience Fees"