We provide you with multiple methods to collect money via debit order from your clients. We understand that not every business operates the same, and thus we've provided methods that should comply with your needs.
With all debit orders, we automatically process payments a couple of days after the batch has run. You have options to specify how we should handle bounced transactions.
The recommended method of collecting money via debit order. You specify clients which should be processed via this method from the Payments -> Automatic Debit Orders page, set a couple of options, such as the Action Date, and an optional bounce fee. Our system will then automatically generate a debit batch 3 Action Dates prior to your specified Action Date, so that you can be sure that your money is collected from your clients on your chosen day. All that is required from you is that you authorise the batch at your payment gateway. We will notify you via email as soon as the batch is ready.
Clients are automatically debited for their outstanding balance. You can specify a minimum balance required before they are added to each batch.
Accessed from the Payments -> New Debit Order page.
Our system will then automatically compile and submit the batch to your payment gateway, from where you would only be required to authorise the batch.
When creating an invoice or recurring invoice, you have the option to automatically create a debit batch for the invoice total. At 15:00 South African time, we will automatically compile a batch for all invoices due to be debited on your selected action date. JobcardsOnline will submit the batch to your preferred gateway and remind you to authorise the batch.
When creating pro-forma invoices or recurring pro-forma invoices, you have the option to automatically create a debit batch for the pro-forma total. At 15:00 South African time, we will automatically compile a batch for all pro-formas due to be debited on your selected action date. JobcardsOnline will submit the batch to your preferred gateway and remind you to authorise the batch.
Reghardt Carstens - Sparkle Pools
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