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How do I send payment requests to tenants at the let agreed stage in agentOS?

Use the Let Agreed Payments feature to automatically generate and send payment requests to new tenants based on their rent schedule. Requests are sent via the Payment App and can be set to auto-send by email, allowing tenants to set up standing orders or make one-off payments online.

The Let Agreed Payments feature allows you to send payment requests to tenants at the let agreed stage, based on the rent schedule already set up in agentOS. This removes the need to issue standing order forms manually, as tenants can set everything up through online banking.

Before you begin:

Ensure the rent schedule on the tenancy is correct before proceeding. The payment requests will be generated based on these figures. Let Agreed Payments must be switched on before you can use this feature — contact support@agentos.com if you need this enabled.

To send let agreed payment requests:

  1. Open the relevant tenancy record in agentOS.
  2. Click Actions and select Let Agreed Payments.
  3. The Let Agreed Payments screen will display the generated payment requests based on the rent schedule, showing the amount, tenant name, and payment dates.
  4. Review all details carefully, including names, rent amounts, and payment due dates.
  5. To enable automatic sending by email, tick the relevant payment requests and click Toggle Auto Send By Email to set them to Yes.
  6. Once you are satisfied everything is correct, click Send Requests (or confirm) to send the payment requests to the tenants.

Each tenant will receive a link directing them to the Payment App, where they can set up a standing order or make a one-off payment. For standing orders, the form is pre-populated with the description, frequency, and first payment date, which the tenant can amend if needed.

Managing payment requests after sending:

Once requests have been sent, you can manage them from the tenancy Actions menu:

  • Select Manage Payment Requests to view the current status of all requests, including whether they are awaiting setup, have been paid, or are still outstanding.
  • From this screen you can also cancel individual requests or resend the payment link.
  • If you need to cancel and regenerate all requests (for example, if rent figures change), select Regenerate Payment Requests from the Actions menu.

Monitoring payment status:

To see an overview of all requests sent — including those awaiting setup, completed, and cancelled — go to your bank account in agentOS and select Payment App & Standing Orders from the left-hand ladder.

If you need further assistance, contact support@agentos.com.