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Setting up automated Advam Direct Debit processing (#ATPYSTPDD01)

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20120228 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   n/a

What is a Direct Debit?

Direct Debits (or Direct Withdrawal) is a payment system that allows an organisation to instruct their bank to collect varying amounts directly from Customers' accounts using an electronic transfer medium, such as via StorMan's integrated system with Advam (more on Advam: #3PTYADVABT01). It is one of many ways to take payments from Customers (for more, see our Index of Automatic Payment articles). You can also compare our merchant providers here.


How do I setup Direct Debits to process automatically (using the integrated Advam system)?

  1. After you have completed & sent-in a Merchant Application Form with one of our merchant providers, Advam (more on Advam: #3PTYADVABT01), you will receive setup information from Advam. Gather this information, and have it ready.
  2. Click on Maintenance, then System Setup.
  3. Select the Modules tab (as shown below)... Merchant Details screen
  4. Locate the Direct Debit Account Details section.
  5. Select Advam from the Service provider dropdown list.
  6. Enter the Account number, Username & Password as provided to you by Advam.
  7. Click OK to save & close this section.
  8. Now select Maintenance, then Analysis Codes.
  9. Near the bottom of the screen, select the Switch view dropdown, and change it from Charges to Receipts. This will show receipt data instead of charge data.
  10. Click Add New Code to add a new analysis code to the system.
  11. Setup your analysis code as per usual; you may wish to name it 'Direct Debits' (more on adding / editing Analysis Codes: #ANLADET01).
  12. Then, under the Analysis Code Options section, ensure the Special Options dropdown is set to Default for Direct Debit. Note: At this point, you may wish to check with your accountant as to whether or not this analysis code should be configured to automatically set the date banked as today (more on automatically setting transactions to banked: #BNKAST01).
  13. Click OK to save & close the analysis code.
  14. Click Done to return to the main screen.

Direct Debits have now been setup. You will now be able to setup individual direct debits for your Customers, via the AutoPay section on the AutoPay/Notices tab of the Customer Agreement screens (more on this tab: #AGTTAB401).

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