How do I set up Automatic Payments in ManageCasa?

Automatic Payments in ManageCasa allow you to schedule recurring payments for rent, dues, or other charges. This feature ensures timely transactions, reduces manual effort, and provides peace of mind with automated email confirmations.

What Is Automatic Payments?

Automatic Payments is a ManageCasa feature that lets you configure recurring payments using your preferred payment method. Once set up, payments are processed automatically based on the schedule and rules you define.

Important: Automatic payments will only apply if there is an open invoice in your account.

How Do I Access Automatic Payments?

You can start setup in two ways:

• Click Setup auto pay directly from your dashboard.
• Navigate to More Features → Charges → Automatic Payments.

How Do I Add an Automatic Payment?

1. Click Add.
2. Select a start date for your payment schedule.
3. Choose your payment method (bank account or credit card).
4. Select the account to pay to.
5. Define the frequency (daily, weekly, monthly, etc.).
6. Set an Ends date option:

• On specific date – Payments stop on the date you choose.
• After # occurrences – Payments stop after the set count is reached.
• When Cancelled – Payments continue until you cancel them yourself.

7. (Optional) Check “Automatically Pay Due Amount” to cover all open invoices.
8. Click Save to complete your setup.

Automatically Pay Due Amount

• If enabled, payments will automatically cover all open invoices within your parameters.
• You can set a maximum limit, but only the actual invoice amount will be charged.
• If disabled, payments will only cover the specific amount you entered.
• Payments will not be processed unless there is an open invoice.

Withdrawing Automatic Payments

You can stop or change your automatic payments anytime.

Steps

1. Go to Payments > Automatic Payments.
2. Find the payment you want to manage.
3. Click the three dots (...) on the right.
4. Choose one of the options:
   • Edit Automatic Payment – change frequency, method, or amount.
   • Cancel Automatic Payment – stop the recurring schedule.

After Cancellation

• The schedule ends immediately.
• No more automatic charges.
• You can still make manual payments from the Charges tab.
   

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!