By default, ChargeAutomation uses your global Auto Payment and Security Deposit settings for all properties.
If different properties require different Security/Damage Deposit amounts or Reservation Payment amounts, you can customize these settings at the property level.
There are two ways to configure property-specific settings:
Security Deposit Assignment Rules – Recommended for managing Security Deposits across multiple properties.
Custom Property Settings – Useful when you need property-specific Reservation Payment amounts, payment schedules, or other Auto Payment settings.
1. Set Security/Damage Deposit Rules Using Security Deposit Assignment Rules 🛡️
The recommended way to manage different Security Deposit requirements is through the Security Deposits page.
This allows you to create rules and assign them to specific:
Properties
Property tags
Booking sources
How to create a Security Deposit rule
Go to Security Deposits.
Create a new Security Deposit rule.
Enter the required Security/Damage Deposit amount and settings.
Choose which properties, tags, or booking sources the rule should apply to.
Save the rule.
2. Set Property-Specific Reservation Payments and Payment Rules ⚙️
If you need to configure a different Reservation Payment amount, payment schedule, or other payment rules for a specific property, use the property's Custom Settings.
How to configure Custom Property Settings
Go to Settings → Properties.
Find the property you want to configure.
Expand the property.
Select Custom Settings under Payment Rules Settings.
Select Yes, Custom Settings!
Click Set Payment Rules.
Configure the required:
Security/Damage Deposit amount
Reservation Payment amount
Payment timing
Booking-source-specific rules, if applicable
Click Save.
These settings allow you to override the global Auto Payment configuration for that specific property.
3. Copy Payment Settings to Another Property 📋
If several properties use the same payment configuration, you can copy the settings instead of configuring each property individually.
Open the property's Auto Payment section.
Click Copy Settings To.
Search for and select the property you want to copy the settings to.
Confirm the action.
This is especially useful when multiple properties have identical Reservation Payment and payment schedule requirements.
Important: Changes to Settings and Existing Bookings
Payment and Security Deposit settings are applied when a booking is initially processed by ChargeAutomation.
As a result, changing your settings may not update bookings that were already received or configured.
For example:
A booking is created while the Security Deposit is set to $200.
You later change the Security Deposit to $300.
The existing booking may continue using the $200 setting.
New bookings will use the updated configuration.
If you change a setting and do not see the change reflected on an existing booking, check when the booking was initially received by ChargeAutomation.
How the Settings Work Together
When configuring different amounts for different properties, keep the following in mind:
Security Deposit
Use the Security Deposits page and Assignment Rules when you need to manage different Security Deposit requirements by property, tag, or booking source.
Reservation Payment
Use the property's Custom Settings → Set Payment Rules when you need a different Reservation Payment amount or payment schedule for a specific property.
Global Settings
If no applicable property-specific rule or custom setting is configured, ChargeAutomation falls back to your global Auto Payment settings.
Example
Suppose you manage three properties:
Property | Security Deposit | Reservation Payment |
Property A | $200 | 20% |
Property B | $500 | 50% |
Property C | $1,000 | 100% |
You can:
Create Security Deposit Assignment Rules for each property to define the appropriate deposit amount.
Use Custom Property Settings to configure the Reservation Payment amount and payment schedule for each property.
Leave properties without special requirements on the global settings.
This gives you flexibility to manage different payment requirements without changing the configuration for every property in your account.
Need Help?
If you have questions or run into any issues, don’t hesitate to reach out to our support team at [email protected]. We’re happy to help!