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System Setup - Tab 4: Banking (#SYSSETTAB401)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20151009 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.3.2 (and higher)   n/a

System Setup - Tab 4: Banking (#SYSSETTAB401)

System Setup

  • The Banking section is used to set your bank account information, which will display on your invoice footer & AutoPay form (unless you complete the AutoPay Banking section; described below). You can also reference these fields from any Notice (more on Notices: #NTCABT01).
  • Direct Debit Export is used to set whether you want Direct Debits to be exported to your bank for processing. Note: This feature is only supported in New Zealand and only by ANZ, BNZ, ASB & National Bank. Furthermore, the Direct Debit Auth. No is only required when exporting to BNZ.
  • Enter details into the AutoPay Banking section if you want to display different banking details (ie: those in the Banking section) on your AutoPay forms. AutoPay forms can be generated from the AutoPay tab on Agreements (more on this screen: #AGTTAB401) & Reservations (more on this screen: #OCSTAB401).
  • Enter a URL into the External payment system section if you process payments via 3rd-party website, such as PayPal. If you enter a URL here, an additional button (titled Open Web Page) will appear on the Transactions tab of all Agreements (more on this tab: #AGTTAB601) and Other Credit Sales (more on this tab: #OCSTAB501).

 

 


 

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