A well-structured payment system is essential for any organization, and payment occasions play a key role in maintaining clear and efficient transaction workflows. A payment occasion houses all your payment information, and every occasion contains a dedicated payment link that empowers you and your team you to either request or receive secure digital payments.
While many Earnnest customers join initially for earnest money, payment occasions can be customized to meet your every payment need. Reach out to [email protected] to get set up for more payment occasions today.
Beyond earnest money, organizations may create additional payment occasions to collect other inbound or outbound payment types, including:
• Agent Fees
• Appraisal Fees
• Reservation Deposits
• Rental Commissions
• Retainer Fees
• And more!
For organizations with multiple office locations or territories, the admin dashboard provides the flexibility to create and manage multiple payment occasions tailored to specific needs. Work with our Success team to set up payment occasions based on location, ensuring accurate transactions for every office.
Setting up a new payment occasion is simple. Schedule a brief meeting with the Success team to tailor your payment occasion based on your organization's needs. You can:
• Customizing the information you gather for each transaction type.
• Pulling transaction details into your bank register.
• Setting transaction limits for amounts paid.
• Controlling which Admins and team members automatically receive receipt notifications.
Get your live customized demo, answers to your questions, and find out why Earnnest is the best digital payments platform in real estate. Drop your contact details in the form below and we'll be in touch.
