Skip to content
English - United Kingdom
  • There are no suggestions because the search field is empty.

How do I pay landlords and contractors who are in credit in agentOS?

After reconciling your bank statement, use the Pay People in Credit section under Accounts > Bank Accounts > your client account to view all landlords and contractors with credit balances and process payments in bulk.

After reconciling payments, landlords will show credit balances following their tenants' rent payments, and contractors may show credit balances following maintenance deductions. The Pay People in Credit section allows you to pay these out efficiently, with the option to pay multiple people in just a few clicks.

There is no fixed schedule for using this feature — you can use it as often as you need to. Any person in credit on the system (excluding active tenants) will appear in the list and remain there until paid.

Accessing Pay People in Credit

  1. Go to the Accounts tab
  2. Click Bank Accounts
  3. Select your client account
  4. In the left-hand menu, click Pay People in Credit

Filtering the list

Use the Show filter to switch between Landlords, Contractors, or All. Use the Branch filter to narrow results by branch if needed. The Include Unauthorised Balances toggle and AgentPay Payment Status filter can also be used to refine what is displayed.

Each row in the list displays the person's name, their role (e.g. Landlord at [address]), their Payment Status, Bank Details (whether bank details have been applied — this is required for payment), the last credit and invoice dates, and the Payment Amount. Bank details must be recorded on the person's profile before the system will allow payment.

Selecting and processing payments

Tick the box next to each person you wish to pay. To select everyone on the current page at once, tick the checkbox in the column header. Once you have made your selection, click Pay People in Credit at the bottom of the screen.

You will be prompted to complete the following:

  • Bank Account — the account to pay from
  • Payment Type — e.g. BACS, cheque
  • Invoicing — choose whether to auto-generate and send invoices (e.g. Create Invoices and send to postbag)
  • Cheque Numbers — if paying by cheque
  • Payment Description — a reference that will appear on bank statements

If you select BACS as the payment type, agentOS will generate a BACS file for you to upload to your online banking portal, which will then create the payments to your landlords.

For help with Pay People in Credit, contact support@agentos.com.