EPS - Revision history

Scarpenter at 02:37, 22 April 2020

2020-04-22T02:37:34Z

Dcowan: clarified EPS AutomatedPayment billing process interval

2017-09-20T23:37:58Z

clarified EPS AutomatedPayment billing process interval

Scarpenter: /* See Also */

2017-05-04T05:25:58Z

‎See Also

Scarpenter: /* See Also */

2017-05-04T05:22:55Z

‎See Also

Scarpenter: /* See Also */

2017-05-04T05:22:29Z

‎See Also

Dcowan: added link to Automated_Payment_Status

2017-04-24T01:49:15Z

added link to Automated_Payment_Status

Scarpenter at 06:25, 1 July 2016

2016-07-01T06:25:28Z

Scarpenter at 05:42, 1 July 2016

2016-07-01T05:42:32Z

Kberkidge: Created page with '==Electronic Payment System (EPS)== Electronic Payment System (EPS) is a system module that is implemented in conjunction with your payment gateway provider. It is fully integra…'

2012-07-10T23:35:16Z

Created page with '==Electronic Payment System (EPS)== Electronic Payment System (EPS) is a system module that is implemented in conjunction with your payment gateway provider. It is fully integra…'

New page

==Electronic Payment System (EPS)==

Electronic Payment System (EPS) is a system module that is implemented in conjunction with your payment gateway provider. It is fully integrated with payment gateway providers to enable seamless, real-time, payment processing. For more information about enabling EPS, please contact the Emersion Sales team.

When enabled, EPS can be used to automatically process payments against invoices on the invoice due date, or you can manually process a payment through the EPS gateway at any time using the [[Take_Payment|Take Payment]] user interface.

By default, the system sets the automated payment status to ''disabled'' when an account is created to prevent accidental automated payments from being processed. To activate automated payment processing for a customer, you must ensure that both the automated payment status is set to ''enabled'' and the payment method details are recorded correctly.

===The Automated Payment Process===

At 10am daily, EPS examines each account to determine whether an automated payment should be processed. Below is a summary of the EPS automated payment processing checks performed against each account.

# Check if the account has automated payment processing enabled. If not, the account is ignored.
# Check if the account has payment details recorded. If not, the account is skipped.
# Check if the account has an existing incomplete payment. If so, the payment is not processed. Incomplete payments are listed with a status of ''Pending''.
# Check if the account has any outstanding invoice(s). If none exist, the account is not processed.
# For all outstanding invoices held against the account, determine whether each invoice needs to be paid based on the account’s ''automated payment terms''. If so, add the invoice’s outstanding amount to the total payment amount to be processed.
# Check if the total payment amount calculated is greater than account’s ''minimum payment amount''. If not, the payment is not processed.
# Once all these checks are successful, EPS generates a payment for the total calculated in step 5. The payment receipt details are then stored, which can be viewed on the Accounts Receivable > Payments page.

===See also===
* [[Invoicing|Invoicing]]
* [[Payments|Payments]]
* [[BPAY|BPAY]]

@@ Line 1: / Line 1: @@
-The Electronic Payment System (EPS) is an optional module that is implemented with your payment gateway provider. It is fully integrated with payment gateway providers to enable seamless, real-time, payment processing. For more information about enabling EPS, please contact the Emersion Sales team.
+=This Content Has Moved House=
-EPS can be used to automatically process payments against invoices on the invoice due date, or you can manually process a payment through the EPS gateway at any time using the [[Take_Payment|Take Payment]] screen.
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-By default, the system sets the [[Account Management/Customer Screen/Payment Methods|customer's automated payment status]] to ''Disabled'' when an account is created to prevent accidental automated payments from being processed. To activate automated payment processing for a customer, you must ensure that both the automated payment status is set to ''enabled'' and the payment method details are recorded correctly.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-==The Automated Payment Process==
+[[file:new_home_sm.jpg|900px]]

@@ Line 22: / Line 22: @@
 = See Also=
 * [[Account Management/Customer Screen/Payment Methods|Configure a customer's automated payment settings]]
 * [[Payments|Payments]]
 * [[Automated_Payment_Status|Automated Payment Status]]
 * [[BPAY]]

← Older revision		Revision as of 05:22, 4 May 2017
Line 25:		Line 25:
	* [[Payments\|Payments]]		* [[Payments\|Payments]]
	* [[Automated_Payment_Status\|Automated Payment Status]]		* [[Automated_Payment_Status\|Automated Payment Status]]
		+	* [[BPAY]]

@@ Line 24: / Line 24: @@
 * [[Account Management/Customer Screen/Payment Methods|Configure a customer's automated payment settings]]
 * [[Payments|Payments]]
-* [[Automated_Payment_Status|Automated_Payment_Status]]
+* [[Automated_Payment_Status|Automated Payment Status]]

← Older revision		Revision as of 01:49, 24 April 2017
Line 24:		Line 24:
	* [[Account Management/Customer Screen/Payment Methods\|Configure a customer's automated payment settings]]		* [[Account Management/Customer Screen/Payment Methods\|Configure a customer's automated payment settings]]
	* [[Payments\|Payments]]		* [[Payments\|Payments]]
		+	* [[Automated_Payment_Status\|Automated_Payment_Status]]

@@ Line 10: / Line 10: @@
 ==The Automated Payment Process==
-At 10am daily, EPS examines each account to determine whether an automated payment should be processed. Below is a summary of the EPS automated payment processing checks performed against each account.
+Every 30 minutes, EPS examines each account to determine whether an automated payment should be processed. Below is a summary of the EPS automated payment processing checks performed against each account.
 # Check if the account has automated payment processing enabled. If not, the account is ignored.
 # Check if the account has payment details recorded. If not, the account is skipped.
 # Check if the account has any outstanding invoice(s). If none exist, the account is not processed.
 # For all outstanding invoices held against the account, determine whether each invoice needs to be paid based on the account’s ''automated payment terms''. If so, add the invoice’s outstanding amount to the total payment amount to be processed.
-# Check if the total payment amount calculated is greater than account’s ''minimum payment amount''. If not, the payment is not processed.
+# Check if the total payment amount calculated is greater than account’s ''minimum payment amount''. If not, a new payment is not processed.
-# Once all these checks are successful, EPS generates a payment for the total calculated in step 5. The payment receipt details are then stored, which can be viewed on the Accounts Receivable &gt; Payments page.
+# Once all these checks are successful, EPS generates a payment for the total calculated. The payment receipt details are then stored, which can be viewed on the Accounts Receivable &gt; Payments page.
 = See Also=

@@ Line 1: / Line 1: @@
-==Electronic Payment System (EPS)==
+{{DISPLAYTITLE:Electronic Payment System (EPS)}}
-Electronic Payment System (EPS) is a system module that is implemented in conjunction with your payment gateway provider. It is fully integrated with payment gateway providers to enable seamless, real-time, payment processing. For more information about enabling EPS, please contact the Emersion Sales team.
+The Electronic Payment System (EPS) is an optional module that is implemented with your payment gateway provider. It is fully integrated with payment gateway providers to enable seamless, real-time, payment processing. For more information about enabling EPS, please contact the Emersion Sales team.
-When enabled, EPS can be used to automatically process payments against invoices on the invoice due date, or you can manually process a payment through the EPS gateway at any time using the [[Take_Payment|Take Payment]] user interface.
+EPS can be used to automatically process payments against invoices on the invoice due date, or you can manually process a payment through the EPS gateway at any time using the [[Take_Payment|Take Payment]] screen.
 ===The Automated Payment Process===
@@ Line 21: / Line 21: @@
-===See also===
+= See Also
-* [[Invoicing|Invoicing]]
+* [[Account Management/Customer Screen/Payment Methods|Configure a customer's automated payment settings]]
 * [[Payments|Payments]]