The agentOS Payment App provides a streamlined way to request one-off payments from your clients. Whether you need to collect deposits, rent arrears, or other one-off amounts, the Payment App integrates directly with your agentOS client accounts and offers flexible payment options including open banking and card payments.
To request a one-off payment:
- Navigate to the person's profile (tenant, landlord, or other client)
- Select "Payment App & Standing Orders" from the ladder menu
- Choose "Request a Payment with App"
- Select the receiving bank account from your linked accounts
- Enter the payment amount (for tenants, any outstanding deposit or rent will be automatically populated, though you can adjust these figures if needed)
- Review the payment breakdown, which may include:
- General payment amount
- Outstanding deposit
- Outstanding rent
- Click "Confirm" to proceed to the sending screen
- Send the request via email and/or SMS using the pre-populated templates
The request is then sent to your client, who can choose to pay via open banking (recommended) or by debit/credit card. Once sent, the payment request appears in the "Payment App & Standing Orders" grid in real time, where you can track its status.
Payment request fees:
- Single payment request via open banking: £0.35
- Debit card payments: £0.10 + 1.25%
- Credit card payments: £0.10 + 1.85%
To customise the SMS and email templates: Navigate to the Office tab and edit the templates called "PaymentApp SMS invite" and "PaymentApp Email invite".
If you need to resend a request or obtain a copy of the payment link for alternative distribution, click the buttons in the "App Link" column of the Payment App & Standing Orders grid.
Need help? Contact support@agentos.com for assistance.