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add_banking_details [2014/11/06 12:54]
Lisa Adams
add_banking_details [2014/11/06 13:12]
Lisa Adams
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 ===== Add Banking Details ===== ===== Add Banking Details =====
  
-For clients who will be debited, you will need to set their payment ​method ​accordingly and add their banking details to the system. Make sure that you have already setup your [[payment_methods]] on your account ​so that they are available for selection.+You will need to set payment ​methods ​accordingly ​on each clients account ​and add their banking details to the system ​should you wish to debit your client. Make sure that you have already setup your [[payment_methods]] on in your Setup Menu so that they are available for selection ​on each account.
  
-All banking details and credit card data are stored safely and securely in compliance with PCI regulations. Data will be encrypted on our system and you will not need to load them again.+All banking details and credit card data is stored safely and securely in compliance with PCI regulations. Data will be encrypted on our system and you will not need to load them again.
  
 ==== Adding Banking Details ==== ==== Adding Banking Details ====
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 <WRAP tip> CVV numbers are not required for recurring payment collections on Credit Cards. </​WRAP>​ <WRAP tip> CVV numbers are not required for recurring payment collections on Credit Cards. </​WRAP>​
  
-A CDV (Check Digit Verification) check is done on all banking details loaded in SnapBill to validate that the account used does exist.+==== Removing Banking Details ====
  
-You can also use: [[https://​cdv.snapbill.com/​]] ​to validate both bank cards and credit cards.+  - Go to your clients account. 
 +  - In the Payment Details table click on the link "Bank account"​ or "​Credit Card" ​to view the details. 
 +  - In the left navigation menu select "​Remove"​.
  
-See Also: [[templates]];​ [[imports]];​ [[payment_methods]]+==== Reactivating Banking Details ==== 
 + 
 +If a debit fails twice consecutively or if a payment is disputed, the payment details (banking details) will automatically be disabled on the clients account. This is within PASA (Payments Association of South Africa) regulations. 
 + 
 +You are required to contact the client and obtain permission to collect funds again, you can reactivate:​ 
 + 
 +  - Go to your clients account. 
 +  - In the Payment Details table click on the link "Bank account"​ or "​Credit Card" to view the details. 
 +  - In the left navigation menu select "​Reactivate"​. 
 + 
 +<WRAP important>​A CDV (Check Digit Verification) check is done on all banking details loaded in SnapBill to validate that the account used does exist.</​WRAP>​ 
 + 
 +You can make use of: [[https://​cdv.snapbill.com/​]] to validate both bank cards and credit cards. 
 + 
 +See Also: [[templates]];​ [[imports]];​ [[payment_methods]]; [[reports|Expiring Credit Cards Report]]; [[client_files]]
add_banking_details.txt · Last modified: 2014/11/06 13:12 by Lisa Adams