Create Guest Payment
Guest Payments are a way to record payments made from a payer who is not in Aptexx (e.g. a vendor). There are two important things to know about Guest Payments:
- Since these are payments from someone who is not in Aptexx, the payment will not integrate with your accounting software and will need to be entered manually.
- Guest Payments are customized for each Aptexx client, so the specifics used in this article may not directly apply.
To record a payment with a method you have on hand (e.g. a person presenting their credit card to you):
- Navigate to Payments>Create Guest Payment. Starting at the top, choose the Property, the Target, the Amount, and the Unit (if this is a required field and the payment does not apply to a unit, just enter in a few random numbers that do not correspond to one of your units), then click Take Payment Now. When taking a payment in this manner, do not fill in the "Send this payment link" section below the Take Payment Now button. Complete the required fields on the next page (if applicable), and then enter in the payment information on the final screen.
To send a payment link to someone who wishes to enter their own payment information:
- Go to Payments>Create Guest Payment. Starting at the top, choose the Property, the Target, the Amount, and the Unit (if this is a required field and the payment does not apply to a unit, just enter in a few random numbers that do not correspond to one of your units). Skip over the Take Payment Now button and proceed to the Send This Payment Now section. Choose either Email Address or Mobile Number for the Delivery Type and then enter in the email or phone number of the payer. Finally, click Send Payment Link. This will send the payer a link which will ask for simple identifying information and allow them to enter in their payment.