How do I process my first tenant rent payment?
Go to Actions and select "Link as Repeat Person Electronic Payment", search for the property and head tenant, then link it—the entry will turn blue once successfully saved for future automatic recognition.
When you see a new tenant rent payment in your bank statement with a unique description, follow these steps to process it in agentOS:
Step 1: Start the linking process Navigate to Actions and select "Link as Repeat Person Electronic Payment".
Step 2: Search for the tenant You'll need to search for and select:
- The property the payment relates to
- The head tenant (the primary tenant responsible for rent)
Use the identifying information from the payment description—usually the tenant's name, property address, or reference number—to find the correct tenant.
Step 3: Link and save Once you've found the right tenant, link it as a "repeat person". The entry will turn blue once it's successfully saved.
Why "repeat person"? The "repeat person" designation means agentOS will remember this linkage for future payments from the same tenant. The next time this tenant pays rent, the payment will automatically appear in blue, making it much quicker to process—you'll only need to verify and post it rather than set up the link again.
Important: If you're unsure which tenant a payment belongs to, contact support@agentos.com rather than guessing. Linking a payment to the wrong tenant creates problems that take time to fix later.