Activating online payment methods

Online payment methods entered in the Community Portal are immediately populated into the grid area of Debtor Maintenance - Payment Type tab - Online Payments sub-tab. See Debtor Maintenance - Payment Type tab - Online Payments sub-tab in the Debtors manual.

These payment methods need to be activated before they can be used to process online payments.

To activate an online payment method:

Select Module > Debtors > Debtor Maintenance from the Synergetic main menu.
Tip: You can also access the debtor functions by clicking .
Search for the debtor. See Searching for debtors in the Debtors manual.
The Debtor tab of the Debtor Maintenance window is displayed.
Click the Payment Type tab.
The Manual Payments sub-tab of the Payment Type tab is displayed.
Click the Online Payments sub-tab. See Debtor Maintenance - Payment Type tab - Online Payments sub-tab in the Debtors manual.
The Online Payments sub-tab of the Payment Type tab is displayed.
Select an online payment method in the grid area.
You can select:
- credit card
- direct debit.
Click .
The Confirm window is displayed.
Click .
The payment method is activated.

Note: Activated payment options are displayed using non-italicised text.

Once the payment method is activated you can transfer it to the Automatic Payments sub-tab by either:

allowing the overnight process to transfer the payment method
clicking to immediately transfer the activated payment method.

See Debtor Maintenance - Payment Type tab - Automatic Payments sub-tab in the Debtors manual.

Last modified: 6/09/2016 5:03:52 PM