You can enter Direct Debit as a payment method in the web version of Kolmeo Pro.

Prerequisites:

  1. Tenancy has been created in Kolmeo Pro and the status has been set to Lease Signed or Active – read the article on how to do this here.

  2. A Rent Record has been entered in the tenancy - read the article on how to do this here.

  3. The tenant has fully completed the Payments Onboarding Form and form is signed by the account holder.

  4. The tenant contact has been updated to show acceptance of Terms & Conditions.

  5. The account details have been entered and approved against the Tenant Profile - read the article on how to do this as a Property Manager here or as a Manager here.

How to enter Direct Debit as a payment method in the web version.

  1. From the Tenancy, click on Rent & Payments in the sub-menu.

  2. Next to Payment Methods click on the Edit Amount button.

  3. If there is more than one tenant under the tenancy enter each tenant’s share of the rent, then click Confirm to save. The total amount must equal 100%. If only one tenant is paying the full amount of rent, enter this tenant as 100% and the remaining tenants as 0%.

  4. Next, click on the vertical ellipsis next to the tenant’s name and select Manage.

  5. Under Bank Accounts click on the Select radio button to use the account as the tenant payment method.

  6. Once the account has been selected, you’ll be prompted to enter a Payment Start Date, this is the date of the first direct debit and needs to be on cycle with the Rent Record, e.g. if the tenant is on a monthly cycle and the rent is due on the 5th day of every month then the start date must commence from the 5th of the month.

  7. Click Submit to save.

  8. The Direct Debit is now set and will commence on the Payment Start Date entered in step 6. The direct debit will continue from that date on cycle as per the Rent Record (weekly, fortnightly, or monthly).


Troubleshooting:

I am getting an error message when trying to add a payment method for the tenant.

Before adding a payment method for a tenant, you first need to have added an owner bank account against the property - read the article on how to do this here.


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