TOPS [ONE]- Enable and Setup TOPS Pay
Congrats!! You were approved for TOPS Pay! We will go over how to enable and set up TOPS Pay for your communities.
Before you start
1. Set your ReplyTo: Email for your Client. When registering for TOPS Pay, we will need to know who to reach out to for additional information.
Admin > Actions > Edit Client > Email +ADD > Reply TO
2. Verify your TOPS Pay has successfully been activated. If activated, the KPI will look like the example below:
Enabling communities for TOPS Pay
1) Clicking the TOPS Pay KPI will open the TOPS Pay Settings page.
You will see the users' Communities list, their accounting frequency, the codes that are enabled for TOPS Pay, and whether the Community itself is enabled for TOPS Pay.
If no codes are set for Direct Debit, click the Set Them Now link to be redirected to your Codes page.
Assessment and Special Assessments codes will need to have the Allow TOPS Pay toggle enabled for this feature.
2) Enable the Community by clicking the Enable toggle, then click Save
If it does not enable, reach out to Paylease regarding the error.
3) Verify your community enabled by looking for the check mark above TOPS Pay Enabled
Your communities Bank Account will also show that it is enable for TOPS Pay.
Enabling Owners for TOPS Pay
Note: Any owner enrolled in Autopay is REQUIRED to have an email address. Therefore even if a TOPS ONE user is enrolling an owner on their behalf, they must provide an email address.
1) Import them from a TOPS Legacy Product.
TOPS Success team may be able to help import existing registered ACH Homeowners from external systems, like TOPS Pro or TOPS iQ. Ask for more information.
2) Manually edit each owner on their behalf
a) Go to the Owner's page, click actions then Edit Primary Owner
b) Go to Payment Methods
c) To add a payment method, click +Add
d) Fill in the Payment Method information then click save.
All the fields are required.
It will verify the banks routing number on this window, if incorrect, it will not let you save the information.
e) Verify the TOPS Pay toggle is enabled then, on the top right of the page, click Save
3) Have the owners sign up on their own.
If an owner has completed their Owner Access registration, they can sign up from their Owner Portal.
Attached are instructions on how owners can set up AutoPay.
You can also create a Welcome letter template with any information they will need to sign up.
You can send this letter through the send message module.
How do I know if an owner Opted-in?
The Owner & Property page will have green TOPS Pay or TOPS Pay Enabled flags.
The TOPS Pay flag will only show on the charge the homeowner has approved for TOPS Pay.