Payment Methods allow you to offer customers multiple ways to pay for their transactions.
You can enable payment methods such as:
Credit Card
ACH (only with the PayJunction Gateway)
Cash
Check
Store Credit
Zelle
Venmo
Cash App
Custom Payment Methods
Once enabled, customers can choose from these options during checkout when paying through a Request Review or Request for Payment.
Where to Find Payment Methods
Go to Settings.
Select Financials / Payments.
Click Payment Methods.
Default Payment Methods
Every Rentopian account includes several default payment methods:
Cash
Check
Store Credit
Note: Credit card processing can only be enabled when a supported payment gateway is connected to your account. Once your gateway is connected, Credit Card (and ACH if you're using PayJunction) will automatically be added.
Creating a New Payment Method
Click the green Add Payment Method button.
Enter a title.
Select a payment method type.
Configure any required details.
Click the green Confirm button.
Available Payment Method Types
Zelle
Venmo
Cash App
Custom
Important: Rentopian does not process payments through Zelle, Venmo, Cash App, or Custom payment methods.
These options simply display payment instructions to your customer when selected on the payment portal.
Adding Payment Instructions
Depending on the payment method selected, additional fields may appear where you can add the information your client needs in order to complete payment using one of these external methods.
For example, a Zelle payment method may include:
Phone Number
Email Address
Account Holder Name
This information is displayed to the customer when they choose that payment method during checkout.
Enable for Clients
Each payment method includes an Enable for Clients option.
When enabled:
The payment method appears during customer checkout for Request Review and Request Payment.
Customers can select it when paying online.
Defaulting to Undeposited Funds
Payment methods can also be configured to default to Undeposited Funds when recording payments.
This can help streamline accounting workflows and payment reconciliation.
Managing Existing Payment Methods
From the Payment Methods list, you can:
Edit a payment method using the pencil icon.
Delete a payment method using the trash can icon.
You may create as many payment methods as your business requires.
Customer Checkout Experience
When a customer receives a Request Review or Request for Payment, all payment methods that are enabled for clients will automatically be available.
You do not need to select payment methods individually each time you send a payment request or Request Review.
Awaiting External Payment Status
If a customer selects an external payment method such as:
Zelle
Venmo
Cash App
Custom Payment Method
The transaction will be marked as Awaiting External Payment with the amount the customer has notated they will be sending.
This indicates that the customer has selected a payment method that must be completed outside of Rentopian.
Recording the Payment
Once you receive the payment from your customer:
Open the transaction.
Collect the payment manually using one of the system standard methods, adding any necessary notes or references to ensure it is clear where the payment was recieved.
Save the payment.
After the payment is recorded:
The transaction's paid amount is updated.
The Awaiting External Payment status is removed.
Need Help?
If you have questions about creating payment methods, enabling them for customers, or managing external payments, please contact us at [email protected].
Please note that although you can add credit card as an option in this menu, in order to collect credit card payments through your Rentopian account you'll need to first set up your Payment Gateway.