Setup and Assign Manual Epayment Fees

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Note: this section is for customers using the integrated billing but are using a 3rd party or other outside financial institute to actually charge the member. If you have Authorize.Net for your credit card processor, then you may wish to check out the options for enabling automatic credit card or ACH transactions available (epayment profile).

Big picture:

When setup to use manual epayments, the database will automatically create the bookkeeping transactions when running the monthly invoice batch. The actual financial transaction must still be scheduled through your own bank or 3rd party institution.

1. Schedule Automatic Clearing House (ACH) transactions through your financial institution or setup automatic recurring credit card billing through your credit card processor.

2. Assign the manual epayment fee to the member on Members-Account tab that matches the actual charges that will be happening through your 3rd party institution. (One-time setup)

3. Select the desired transaction setting, usually an invoice with automatic payment, under Setup ➝ Billing Options and Settings under the Manual epayments Options and Settings area. (One-time setup)


Figure: Manual epayment options

4. Create the recurring monthly epayment batch. (Monthly task)