How to schedule an Interac transfer in Plexflow

How to schedule an Interac transfer in Plexflow

First of all, it is essential to have completed the integration of Interac e-Transfer as a payment method.
👉 See the following article before you continue:
How to integrate Interac e-Transfer as a payment method in Plexflow

Step 1 – Go to the unit record

Open the Properties section, then open the unit record for which you want to send the Interac payment request.

Step 2 – Go to upcoming rents

In the Rent tab, find the Upcoming Invoices section and click the Edit button to the right of the period in question.

Step 3 – Choose the “Automatic Interac money request” method

In the window that opens:

1. Leave the current date (or change it if needed).
2. Check the payment amount.
3. Select Automatic Interac money request as the payment method.

💡 Plexflow will automatically send an Interac money request to the tenant for this payment.

⚠️ Good to know
If you want to use this method every month, you need to set it manually for each scheduled collection.
This lets you automatically send an Interac request for each rent period.

Step 4 – Confirmation of the Interac request

Once the Interac transfer request is scheduled, it will appear in the rent view with the wording “Pending Interac e-Transfer”.
💡 Important note: the request is automatically sent on the date indicated.
If the selected date is the same day, the request will be sent the following morning.

Did you know…

Plexflow now offers free training to help you get more out of the platform.
👉 Access the training
💡 An excellent way to save time and use Plexflow to its full potential.

Updated on: 12/11/2026