Account Number for Direct Banking

Overview

Tenants who wish to make payments through their financial institution using Direct Banking must first set up the appropriate payee and provide their unique account number.

This article explains how to locate a tenant's account number through the Property Vista backend and how tenants can find their own account information through the Tenant Portal.

1. Payee Information

When setting up Direct Banking through their financial institution, tenants will need the following information:

Payee: Rent Payment - Payment Pad
Account Number: The tenant's unique account number associated with their lease.

Each tenant must use their own account number when setting up payments. Do not provide a different tenant's account number.

2. Locating a Tenant's Account Number (Property Vista Backend)

If a tenant requires assistance and does not wish to log in to their Tenant Portal, an authorized staff member can retrieve their account number through the Property Vista backend.

Follow these steps:

Locate and open the tenant's lease.
Navigate to the Details section.
Locate the Account Number field.
Provide the tenant with their unique account number.

Reference Screenshot:

View Account Number Location

3. How Tenants Can Find Their Own Account Number

Tenants can also retrieve their Direct Banking account information directly through their Tenant Portal.

Instruct the tenant to:

Log in to their Tenant Portal.
Navigate to Make a Payment or One-Time Payment.
Select Direct Banking as the Payment Type.
Review the displayed instructions, which include their account information.

Reference Screenshot:

View Direct Banking Instructions

Expected Result

The tenant will have the information required to set up Rent Payment - Payment Pad as a payee with their financial institution and use their unique account number to make payments.

Important Notes

Each tenant has a unique account number associated with their lease.
Ensure the correct lease is selected before providing account information.
The payee name must be entered as Rent Payment - Payment Pad.
Tenants can retrieve this information themselves through the Tenant Portal without requiring assistance from property management.