TOPS Pay Registration and Setup
This article will go over the steps necessary to register and set up communities and owners to use the TOPS Pay (or Auto Pay, as owners will see it) feature.
In this Article
Before you Start
1. Set your ReplyTo: Email on the Organization page.
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. Add the Federal Tax Number on the Organization page.
3. Enable the Allow TOPS Pay toggle on the Assessment and/or Special Assessment codes to use for TOPS Pay.
Codes must be selected in order to enable TOPS Pay.
Community Page > Related Links > Codes > Edit Code
1. Click Admin then Direct Debit Learn More
2. A prompt will appear asking for your Federal Tax ID
Format(Include the dash) : XX-XXXXXXX
3. Click I'm Interested in TOPS Pay.
Once you enter your Tax ID, your TOPS Pay KPI will say Pending
It's Pending. Now what?
1. Wait for an Email notification for a Support ticket regarding this request
After you submit your request to join TOPS Pay, a TOPS representative will review the information provided and you will get an email notifying you of a newly opened support ticket.
2. Send back required documents
After the ticket has been created, you will receive our Service Agreement and a W9 form. These documents should be filled out and sent back.
Once the documents have been sent, it can take 5-7 business days to process. If any additional information is needed to process your request, a TOPS representative will reach out within this time period.
3. Congrats!!! You're Approved!
Once all the forms are submitted, we do our magic on our side, and you're approved!
You'll receive a welcome message in your support ticket notifying you TOPS Pay has successfully been activated.
Congrats!! You were approved for TOPS Pay! This will go over how to enable and set up TOPS Pay for your communities.
1. Verify your TOPS Pay has successfully been activated. If activated, the KPI will look like the example below:
2. Click the TOPS Pay KPI to open the TOPS Pay Settings page.
You will see the Community list, the charge code frequency, if there are charge codes enabled for TOPS Pay, and whether the Community itself is enabled for TOPS Pay.
TOPS Pay is currently available for recurring charge codes, like Assessment and Special Assessment Charges.
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.
3. Enable the Community by clicking the Enable toggle, then click Save
4. Verify your community is enabled by looking for the check mark above TOPS Pay Enabled.
Your communities Bank Account will also show that it is enabled 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. Only Primary homeowners can register for TOPS Pay.
1. 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.
This information can be added to your newsletter to send to your homeowners.
2. Manually edit each owner on their behalf
i. Go to the Owner's page, click Actions then Edit Primary Owner
ii. Go to Payment Methods
iii. Add a payment method, click +Add
iv. Fill in the Payment Method information then click save.
Note: All fields are required.
It will verify the banks routing number on this window, if incorrect, it will not let you save the information.
v. Verify the TOPS Pay toggle is enabled then, on the top right of the page, click Save
vi. Select the recurring charge codes to pay using TOPS Pay.
i. To quickly get to the property page, click the owner's address on the at the top left
ii. Click Actions then Edit Property
iii. Under Recurring Charges, enable the TOPS Pay toggle for the codes to charge.
Owners can update the charge codes selected from their owner portal. If this toggle is turned on, and charges are applied to that code, funds will be deducted from the owners account in 3 business days.
iv. Click Save
3. 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 a support representative for more information.
If the owner direct debit information was imported, the owner charges must be selected (either on the owner portal or manually on the property page) before monies are deducted from their account.
How do I know if an owner Opted-in?
The Owner & Property page will have green TOPS Pay or TOPS Pay Enabled flags.
If the owner and charge codes are both enabled, there will be two flags.
Both flags must be present in order for charges to post.
To disable TOPS Pay, disable the Allow TOPS Pay toggle on the Code. It is not recommended to turn off TOPS Pay via the community list shown below.