Configuring debtor account payments in Synergetic

You can configure debtor account payments in Synergetic to allow Community Portal users to make one-off payments against debtor accounts.

Once debtor account payments are configured, users can make payments on the Community Portal by clicking either:

• on the Finance tab
• Make an Account Payment menu option

  

• Debtor payment option on the Payments tab.

  

To configure debtor account payments in Synergetic:

1. Open Synergetic.
2. Select Module > System > Online Payments Maintenance from the main menu.

   The Merchants tab of the Online Payments Maintenance window is displayed.

3. Click the Levels tab. See Online Payments Maintenance - Levels tab.

   The Levels tab of the Online Payments Maintenance window is displayed.

   

4. Select the Account Payment category in the Level 1 grid area.

   

5. Click in the Level 2 area.

   A new payment category is added to the Level 2 grid area.

   

6. Type Debtor Payment in the Portal Description field.

   Note: This is the description that is displayed for the account payment item on the Payments tab of the Community Portal.
   

7. Select an online payment merchant from the Merchant drop-down list.

   

   Note: Synergetic currently only supports NAB Transact as an online payment merchant.

8. Select the DEB payment type from the Payment Type drop-down list.

   

9. Type Account Payment in the Portal Activity Label field.
10. Click .

    

11. Configure a voluntary contribution for debtor account payments, if necessary. See Configuring a voluntary contribution for debtor account payments.

Last modified: 20/02/2017 10:50:12 AM

© 2017 Synergetic Management Systems. Published 20 July 2017.