There are two ways to process a direct debit batch for any customer that has been setup to use direct debit.

Taking payment when invoicing

If the user is to process ezidebit payments at the same time as posting the invoice, the user should navigate to invoice update, filter on the ezdebit payment method, select the required invoices and then click the post button. A popup will be displayed asking the user if they want to process invoices.

Taking payment after invoicing

If the user is to process the ezidebit payment at a date after the invoice has been posted, they should navigate the invoice update and post the invoices as normal.

When they are ready to take payment , the user should return to the invoice update screen and click the ‘Unprocessed Payments Only’ check box. Clicking this will give the user a list of all ezidebit invoices which either are yet to be processed or have failed processing. The user can then select the invoices and click the icon to process payment

After the invoices have been selected for processing, the following popup will display confirming the invoices and amounts to be debited.

Once the user clicks yes, the payments will be processed and the user will be prompted to export a file detailing the invoices that were processed. This can be kept should the user wish to retain a record of collected payments for historical purposes.

Ezidebit allows two transactions per day for a customer. If the user tries to process more than two invoices for the same customer in the ‘Invoice Update’ screen an error message will be displayed. If the user needs to process more than two invoices, it is recommended they spread the processing of these invoices out over multiple days. Please contact Moveware if you need more information on daily processing limits.

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