Overview 

In this article, we will discuss the steps required to set up a recurring payment on a resident profile in Aline Revenue. Recurring payments will feed into the Aging Report and bulk payments.

Steps to Set Up a Recurring Payment

Step 1: Navigate to the desired resident profile.

Step 2: Scroll down to the Resident Activity module. Beneath the resident's Monthly Responsibility grid, any active recurring payments will be listed. 

Step 3: To set up a new recurring payment, select "Setup".

Step 4: Select the Type of recurring payment. 

Step 5: Enter the Start Date and End Date for the recurring payment.

Step 6: Select "Submit" to save the new recurring payment. 

Please note: recurring payments can also be edited, or deleted, by selecting "Edit" on the existing recurring payment.