ConnectingStripeforRentCollection
Objective
Link your Stripe account to Valix so tenants can pay rent online via credit card, debit card, or ACH bank transfer — with automatic payment reconciliation in the Valix general ledger.
Prerequisites
- •You must be signed in as a Manager or Admin
- •You need a Stripe account (create one at stripe.com if you don't have one)
- •Your Valix company profile must be complete (company name, EIN, address)
Step-by-Step Instructions
- 1
Navigate to Settings → Billing from the left sidebar.
- 2
> [Screenshot: Show the Billing settings page with the Stripe connection section]
- 3
Click Manage Payment Methods to open the Stripe Customer Portal. If this is your first time, you'll be prompted to add a payment method for your Valix SaaS subscription.
- 4
For tenant rent collection, your Valix administrator configures the Stripe integration on the backend. Contact support@valixpm.com to connect your Stripe account for payment processing.
- 5
> [Screenshot: Show the tenant payment page in the Tenant Portal with payment method options]
- 6
Once connected, tenants can pay through the Tenant Portal → Pay Rent:
- —Credit/Debit Card: Processed via Stripe with instant confirmation.
- —ACH Bank Transfer: Lower fees, processed within 2-3 business days.
- —Auto-Pay: Tenants can enroll in Autopay from their portal to be charged automatically each month.
- 7
Each payment automatically creates a Payment record in Valix, matches it to the corresponding Charge, and posts a GL journal entry (DR Cash / CR Accounts Receivable).
- 8
To test the integration, create a test charge for a tenant, then log in to the Tenant Portal and submit a payment.
- 9
> [Screenshot: Show the Charges page with a test charge and the 'Record Payment' button]