How to Add Payments to Applications

Adding Payments to Applications

Submitting payments for applications can be done on the application actions page. This article will detail how to add payments for online applications in ExactEstate.

There are two ways to navigate to the payment screen for applications.

Through the Application Actions page
Through the Application Dashboard page

Before covering how to add application payments, we'll cover the two navigation routes to get the payment pages.

Through the Application Actions page

At the top of the page will be a ribbon of actions you can take. Select 'View Payments' from this screen.

Selecting View Payments from Application Actions — If you are unable to select 'View Payments', it means you do not have permission to handle application payments. Please contact your administrator if you believe this is an error.

Through the Application Dashboard

You are able to navigate directly to the payment page for applications (provided you have the permissions allowing you to do so).

Editing Online Applications in ExactEstate — The "Dashboard" button is the second link in the Applications section.

Option Location for ExactEstate Applications — The options cog lets you take actions on a particular application.

Adding Payments to An Application

When you have navigated to the application ledger, select the "Add Payment" link found at the top right of the page.

Selecting add payments for ExactEstate Applications — The "Add Payment" button is the first link found at the top of the page.

Selecting this will bring up the payment options modal. There are two types of payments you can make:

Merchant Payment: These payments will be processed online by the assigned merchant account for the property.
Other Payment: These payments will be processed online by the assigned merchant account for the property.

Selecting Payment Type for Applications in ExactEstate — There area two types of payments you can submit for applications

Not sure if you have a merchant account set up? Learn more about Merchant Accounts here.

Making a Merchant Payment

Making Merchant Payments for Applications in ExactEstate — There area two types of payments you can submit for applications

This is the merchant payment form for online applications. There are five fields that must be filled out before you can successfully submit a payment.

Amount: The amount of money being submitted
Transaction Code: The type of transaction being made. For applications, you will have to choose from: App Fee, Admin Fee, Deposit, Rent, and Online Service Fee.
Card Number: The number for the credit/debit card being processed.
Expiration Month: The month that the credit/debit card expires.
Expiration Year: The year that the credit/debit card expires.
Card Code: The extra verification code printed on the back of the credit/debit card.

When you have filled out all the above fields, click "Submit Payment" to submit a payment for the application.

Making Other Payment

There area two types of payments you can submit for applications

This is form for non-merchant payments. There are four fields that must be filled out

Amount: The amount of money being submitted
Document ID: A field used for tracking the payment.
Method: The payment method used for the transaction
Transaction Code: The type of transaction being made. For applications, you will have to choose from: App Fee, Admin Fee, Deposit, Rent, and Online Service Fee.