Implementation Process 

Please advise your Moveware Account manager if you would like to implement the Ezidebit portal.

Moveware will provide a link to the appropriate portal where you can initiate the process to obtain an agreement with the Ezidebit. Once you are approved Moveware will create the links between your Moveware system and the portal. Moveware will work with you to modify any client documents with information pertaining to the payment portal such as a links on the invoice.

Once the setup below is completed, users can discover how to migrate existing customers to ezidebit and setup new ones from the links below.

Transferring Existing Customers to Ezidebit

Setting up a new direct debit Customer

Setting up payment portal links in client documents 

A crystal report generated in Moveware can have a web link incorporated into the report to allow the client to click on the link to access the payment portal. Typically, this would be used on the Invoice but can be used in any report where a valid reference number and invoice number is already in use.

Setting up new GL accounts 

To process bank charges, the ‘Payment Process Charge’ linked account must be assigned to a general ledger subcode. Users can use an existing account, or setup a new one. The tax on this account will determine the tax code that’s used for ezidebit fees.

Setting up Notifications 

Moveware users can be notified of key events regarding client payments as follows:

• Payment Success 
• Payment Error 
• Payment Profile 

Each of these notifications can be assigned to appropriate users in Employee Management > User Details > Notify.

Modifying eDDR email templates

Moveware will setup default eDDR email that can be sent to your direct debit customers to enable them for DD processing via Ezidebit. To modify these templates, users can double right click on the eDDR report, click on the email tab and then change the default email text. The <Website Payment Profile> or the <Website Payment Profile Update> merge fields contain the payment link your client will click to enter their payments details. This must be left there.

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