You are required to have an account with a bank, bureau or payment gateway that supports the submission of debit batches for your country and currency. Once you have your account setup with your gateway, go to Setup > Billing > Payment Methods and activate your gateway.
See Payment Method for configuring your gateway settings.
We currently integrate with the following payment gateways: http://docs.snapbill.com/supported_payment_methods
SnapBill uses a set of rules when building batches, please be aware of the following when creating a debit batch:
Client’s are never debited automatically and batches are never run without your consent. If you want a debit batch to be actioned then build and submit it from within Billing > Manage Debit Batches in SnapBill
Create your batch by clicking Add Batch.
You can also Add clients to your batch by using the Add to batch function in the left navigation menu on the client profile page or in the “With selected” dropdown in client searches.
Batch types may include same day, two day and NAEDO. Contact your payment service provider or visit http://www.pasa.org.za for more information.
When selecting Add all pending clients to the batch, all clients with unpaid invoices due on and up until the Action Date of the batch will be included.
The batches you created will be displayed in the Debit Batches table under Billing > Manage Debit Batches. Each batch has a batch state which tells you at which submission point it is at:
|Build||The batch is still being compiled and cannot be edited. Batch build time is directly proportional to batch size. If a batch remains in the build state for more than 10 minutes with no progress indication then please contact us.|
|Ready||The batch has been created and can be edited. E.g. You can add and remove clients.|
|Submit||The batch has been submitted to SnapBill for processing and can no longer be edited.|
|Submitted||The batch has been sent to your payment service provider and may need to be authorized/released by you for processing.|
When we receive your batch or confirmation email, we will submit your batch to the specified collection channel. You will receive an email confirmation. If you are using a service provider which requires authorization or release of debit batches e.g. Netcash or MyGate, then login to your account with them and authorize the batch there to finalize the submission process.
Click on the batch number [e.g. 001] in the Debit Batches table under Billing > Manage Debit Batches to open the options in the left navigation menu.
When you are satisfied with your batches contents you can submit the batch to SnapBill for processing. Once a batch is marked as submit, we will begin to send the batch to the specified collection channel.
Batches are submitted Mondays to Fridays - 8:30am to 16:30pm. Remember to factor this into your batch submission dates to ensure there is enough time to meet batch deadlines.
Your batch recon can be imported into SnapBill to reconcile your invoices.
Contact us to find out how your batches will recon.