To set up your Sage 50 Accounting program to do pre-authorized debits:
| Task list: | How to: |
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1. Register with a Sage 50 Accounting approved pre-authorized debit service provider. |
For more information about the pre-authorized debit service provider, in the Home window on the Services menu, choose Customer Pre-Authorized Debit. |
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2. After your customer authorizes you to collect and process debit payments, enter the pre-authorized debit information in your customer records. Note: If the payment is a recurring transaction, you need to set up a recurring transaction in the Daily Business Manager. |
In each customer record, enter their pre-authorized debit bank account information on the Pre-Authorized Debits tab. |
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3. (Optional) You might want to create a separate account to track the pre-authorized debits made to your debit service provider. It makes it easier to reconcile these payments later. |