|
|
| Line 1: |
Line 1: |
| − | {{DISPLAYTITLE:Electronic Payment System (EPS)}}
| |
| − | =Overview=
| |
| | | | |
| − | 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. |
| | + | |
| | + | [https://resources.emersion.com/display/EKB/Automated+Payments Take me to the Emersion Knowledge Base article] |
| | | | |
| − | ==The Automated Payment Process==
| + | [[file:new_home_sm.jpg|900px]] |
| − | | |
| − | 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.
| |
| − | # Check if the account has an existing incomplete payment. If so, a new payment is not processed. Incomplete payments are listed with a status of ''Pending'' or ''Processing''.
| |
| − | # 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, a new payment is not processed.
| |
| − | # 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 > Payments page.
| |
| − | | |
| − | = See Also=
| |
| − | * [[Admin/Payment_Details|Global Automated Payment Settings]]
| |
| − | * [[Account Management/Customer Screen/Payment Methods|Configure a customer's automated payment settings]]
| |
| − | * [[Payments|Payments]]
| |
| − | * [[Automated_Payment_Status|Automated Payment Status]]
| |
| − | * [[BPAY]]
| |
This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
