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How to Save Multiple Bank Accounts in Tenant Portal?
Tanvir Mahedi |
0 step |
38 seconds
Tip- At this moment, we DO NOT have the option to save the payment profile with two different bank info. However, what the tenant can do is make multiple payments for an invoice with two different bank information
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Log into the Tenant Portal
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Click on "Payment Profile & Invoices" the left navigation
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Go to "Payment Due" tab
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Under the "Payment Due" tab, click on "Pay Now"
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Under the "Payment Information" section, click on "Bank Account (EFT)"
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Put the name down under the "Account Holder Name" field.
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Add the institution number under "Institution Number" field
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Put the transit number in the "Branch/Transit number is required" field.
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Put the account number in the "Account number is required" field.
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Enter the amount that you want to pay using the account that you have entered in the "Payment amount" field.
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Don't tick the checkbox beside "Save this bank account info to profile"
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Alert- You should not save the banking info into your payment profile if you have to make multiple payments for an invoice with two different bank information
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Make sure to tick this checkbox.
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Make sure to tick this checkbox as well
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Once done, click on "Pay Now" to finish up & repeat the process for the second time
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Alert- Remember that additional charges may occur if the payment fails due to invalid bank information(i.e. invalid account holder name or invalid transit number or invalid account number,etc.) or for a non-sufficient fund(NSF)
Alert- Few drawbacks for this approach :\
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1\. Tenant will not be able to set up 'Auto Pay' (always need to pay manually) \
2\. Tenant needs to wait for one Bank Payment to succeed before making another bank payment (as we set the invoice to processing status when a bank payment is submitted)
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