Automated Payments

The Automated Payments functionality enables seamless direct withdrawals from customer bank accounts, removing the need and costs associated with sending invoices. It streamlines the process of liquidating outstanding receivables against customers with a Prenote/EFT information section populated in the Billing Address and generates an EFT debit file in the NACHA standard format. A common example of this functionality is license renewals.
 
Fields and processes are introduced to facilitate this functionality, ensuring faster payments, and reducing manual efforts. Additionally, differentiate ACH debits based on revenue sources. Fields are delivered as hidden (Priority of Tertiary), sites have the flexibility to make fields visible as needed through Configure Page (DESIGNER).

For detailed instructions, refer to the following relevant sections below:

• Configuration Changes

• Inquiry Changes

• Transaction Changes

• System Processing for Automated Payments