This article will walk though a Business Office Manager on how to set up a current residents payment method.
SOP: Add a New Payment Method to an Existing Resident Account
Objective
This SOP explains how to add a new payment method to an existing resident or payer account in Sunbound. It ensures the correct payer is selected, payment details are entered accurately, and the payment method is saved for future use.
Key Steps
1. Open the Accounts area and locate the resident or payer 0:00
- From the left-hand navigation menu, select Accounts.
- Search for the resident or payer you need, or select them directly from the main page.
- Confirm you are working on the correct account before proceeding.
2. Verify that a payer is assigned to the resident 0:19
- Open the resident record and check whether a payer is already aligned to the account.
- If no payer is assigned, add or align the appropriate payer before attempting to add a payment method.
- Do not continue until the payer relationship is confirmed, since a payment method cannot be added without it.
3. Open the payment setup menu 0:28
- Locate the payer on the resident account.
- Select the three dots on the right-hand side of the payer row.
- Choose Set up payment from the menu.
4. Enter the new payment method details 0:42
- Choose the payment type you want to add:
- Credit card
- Bank account
- If adding a bank account, enter the requested details:
- Account name
- Account type
- Routing number
- Account number
- Review all information carefully for accuracy before saving.
5. Save the payment method and confirm completion 0:51
- Select Save to store the payment method.
- Confirm the payment method is now available for future use on the account.
- If you need additional help, use the Knowledge Base on the left-hand side or contact the Support Team.
Cautionary Notes
- Ensure the correct resident and payer are selected before adding payment information.
- A payment method cannot be added unless a payer is aligned to the resident account.
- Double-check routing and account numbers before saving to avoid payment setup errors.
- Only authorized users should enter or manage payment details.
Tips for Efficiency
- Use the search function to quickly find the resident or payer instead of scrolling through the main page.
- Confirm payer alignment first to avoid unnecessary backtracking.
- Keep payment details ready before opening the setup screen to speed up data entry.
- Save immediately after verifying the information to reduce the chance of losing progress.