Accounts Receivable EFT Processing Processing Automatic Payments

Processing Automatic Payments

Automatic payment processing is an easy three step process.  The first step is to upload the batch of transactions for funding.  The second step is to download the response file, apply the funding responses and post the payments to the customer accounts for the transactions that were funded.  The third and final step is to deposit the payment batch into your bank account.  Each step in this process is covered in this document.

Automatic payments are submitted for funding in batches.  It is possible that you will need to process up to four separate batches in one day to process all the possible types of batches.  These batch types are:

ACH Batch transactions

ACH Live transactions

Credit Card Batch transactions

Credit Card Live transactions

EFT Processing List

As invoices are set up for automatic payment, the transactions are added to the EFT Processing List and will remain there until the batches have been submitted for funding.  Users may view the list of transactions waiting to be processed at any time.  Navigate to the Accounts Receivable/EFT Processing option found on the main application menu tree.

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