manage_debit_batches
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manage_debit_batches [2014/10/29 11:48] Lisa Adams [Debit Batch Reconciliation] |
manage_debit_batches [2014/11/08 14:46] Jaco van Wyk [Submit a Batch] |
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| [[https://billing.snapbill.com/batches| Billing > Manage Debit batches]] | [[https://billing.snapbill.com/batches| Billing > Manage Debit batches]] | ||
| - | 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. | + | 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 [[https://billing.snapbill.com/setup/billing/methods|Setup > Billing > Payment Methods]] and activate your gateway. |
| <WRAP tip> See [[payment_methods]] for configuring your gateway settings.</WRAP> | <WRAP tip> See [[payment_methods]] for configuring your gateway settings.</WRAP> | ||
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| * They can however be included by ticking the “Include Retries” option when building a new batch. | * They can however be included by ticking the “Include Retries” option when building a new batch. | ||
| - | <WRAP important>**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 [[https://billing.snapbill.com/batches|Billing ⇒ Manage Debit Batches]] in SnapBill**</WRAP> | + | <WRAP important>**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 [[https://billing.snapbill.com/batches|Billing > Manage Debit Batches]] in SnapBill**</WRAP> |
| ==== Create a Batch ==== | ==== Create a Batch ==== | ||
| - | - In [[https://billing.snapbill.com/batches|Billing ⇒ Manage Debit Batches]] choose **Add Batch**. | + | - In [[https://billing.snapbill.com/batches|Billing > Manage Debit Batches]] choose **Add Batch**. |
| - Set the Payment Method to the payment service provider you are using: E.g. “Direct Debit”, “MyGate”, or “Netcash” | - Set the Payment Method to the payment service provider you are using: E.g. “Direct Debit”, “MyGate”, or “Netcash” | ||
| - If you wish to Include retries then select the relevant tickbox or they will excluded by default. (Retries are unsuccessful debits from past batches) | - If you wish to Include retries then select the relevant tickbox or they will excluded by default. (Retries are unsuccessful debits from past batches) | ||
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| ==== Batch States ==== | ==== Batch States ==== | ||
| - | The batches you created will be displayed in the Debit Batches table under [[https://billing.snapbill.com/batches|Billing ⇒ Manage Debit Batches]]. Each batch has a batch state which tells you at which submission point it is at: | + | The batches you created will be displayed in the Debit Batches table under [[https://billing.snapbill.com/batches|Billing > Manage Debit Batches]]. Each batch has a batch state which tells you at which submission point it is at: |
| ^Functions ^ Sub-Functions ^ Description ^ | ^Functions ^ Sub-Functions ^ Description ^ | ||
| Line 48: | Line 48: | ||
| | Ready | | The batch has been created and can be edited. E.g. You can add and remove clients. | | | 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. | | | 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 authorised/released by you for processing. | | + | | Submitted | | The batch has been sent to your payment service provider and may need to be authorized/released by you for processing. | |
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| ==== Edit a Batch ==== | ==== Edit a Batch ==== | ||
| - | Click on the batch number [e.g. 001] in the Debit Batches table under [[https://billing.snapbill.com/batches|Billing ⇒ Manage Debit Batches]] to open the options in the left navigation menu. | + | Click on the batch number [e.g. 001] in the Debit Batches table under [[https://billing.snapbill.com/batches|Billing > Manage Debit Batches]] to open the options in the left navigation menu. |
| * Use Clients > all pending or Remove all to add or remove all clients from the batch | * Use Clients > all pending or Remove all to add or remove all clients from the batch | ||
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| 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. | 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. | ||
| - | * Click Submit in the left navigation menu at **Billing⇒Manage Debit Batches⇒ Batches⇒ [001]**. Please double check your batch because submissions cannot be undone. | + | * Click Submit in the left navigation menu at **Billing > Manage Debit Batches > Batches > [001]**. Please double check your batch because submissions cannot be undone. |
| * If you need to submit your batch urgently, you may confirm your submission by sending an email to support@snapbill.com containing the following: * Batch number e.g. Batch #001 * SnapBill account username * Request to submit the batch and include the batch number #001 etc. | * If you need to submit your batch urgently, you may confirm your submission by sending an email to support@snapbill.com containing the following: * Batch number e.g. Batch #001 * SnapBill account username * Request to submit the batch and include the batch number #001 etc. | ||
| * If you do not send an email your batch will automatically be submitted as per our schedule. There is a chance you may revoke your batch in this time by emailing us. | * If you do not send an email your batch will automatically be submitted as per our schedule. There is a chance you may revoke your batch in this time by emailing us. | ||
| - | <WRAP important>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.</WRAP> | + | <WRAP important>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.</WRAP> |
| ==== Debit Batch Reconciliation ==== | ==== Debit Batch Reconciliation ==== | ||
manage_debit_batches.txt · Last modified: 2015/11/24 08:51 by Jaco van Wyk
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