Overview
If you created a tenant refund, vendor payment, expense, management fees, or owner distribution and set the payment method as ePay, you'll need to send that payment now. You must have an account set up already with Checkbook.io to send these funds electronically. Learn more about Checkbook.io.
The Steps
To send your electronic payment with Checkbook.io, click Accounting on the main menu and then click Outgoing Payments under the Online Payments section.
Once on the Online Outgoing Payments page, you should see an entry for the payment you created when you made a tenant refund, vendor payment, expense, or owner distribution. Look at the Actions column and click on the link labeled Add Info.
(If you have sent a payment to the recipient before, the Action column will show Send instead. Skip to Step 7.)
On the Edit Tenant, Owner, or Vendor window, on the Outgoing Payments section, you’ll need to toggle on the "Enable send payments for this (person)" you are sending the payment to.
Scroll down to the Email Settings portion and enter the recipient's Billing Email. This is where the eCheck will be sent.
(optional) You can also enable Ask the payee for a PIN before accepting this payment. If you enable this, you’ll need to provide a PIN Code and a Hint that will give the payee an idea of what the PIN is.
Click Save.
Back to the Online Outgoing Payments page, under the Actions column, you should now see a Send link for the payment. Click it.
On the Payment popup, check to make sure all the information looks correct, and then click Confirm to send the payment.
That’s it. The recipient will receive an email with the payment, and they can choose to receive it electronically through ACH or print out a check and deposit it on their own.
Tip: If you need to change the email address of where an owner distribution, tenant refund, or vendor payment will go, you will do so on their profile, under the Outgoing Payments section. Change the billing address here to where you want the payment to be sent to.
Note: If you sent an owner distribution through Checkbook.io and the owner needs to change the account that the funds will be deposited into, they will need to do it from their end. They can follow the instructions here: How To Change the Deposit Destination for Payments Received from Checkbook.io.