How do I use the agentPay app?

Introduction

The agentPay app puts complete control of your client accounting in your hands through an easy-to-use web app accessible from any device. Whether you're in the office, at home, or viewing properties, you can monitor your finances, authorise payments, and manage your portfolio from the palm of your hand.

This growing collection of video tutorials shows you how to use key features of the agentPay app effectively. We're continuously adding new videos to cover different sections of the app.

Getting Started

Login and Dashboard Overview: Understand your agentPay dashboard and learn how to log in at login.agentpay.app. Discover the dashboard views and switching between simplified and detailed views.

Payment Management

Unreconciled Payments: Gain insight into payments that need attention. View different types of payment information and take action where needed through your dashboard.

Outgoing Payments: View all people with credit balances ready for payment. Control who gets paid in each payment run and manage payment schedules.

Invoice and Maintenance Management

Submit Invoices: Add invoices or quotes for work on properties. Manage the entire invoice workflow from submission through to authorisation.

Using the App Effectively

Daily Workflow: Check your dashboard for overviews, review unreconciled payments, manage outgoing payments, and process invoices efficiently.

For additional help with app functionality, contact the agentPay team during business hours. The agentPay app provides clear interface for key client accounting functions. Log into your agentPay app at login.agentpay.app and follow along with the tutorials.