This feature enables you to capture your new customers' direct debit authorities (DDA) on a simple, online credit / customer application (CA) form. The DDA is then mapped to a customer record in your ezyCollect at the click of a button. The result? A seamless new customer sign up / onboarding process with "payments enabled" for immediate and future use.
Pre-requisites
You must have ezyCollect Payments (credit card, bank transfer or both)
You must have a Credit / Customer Application subscription plan
Available for Australia only
Note: This feature is not available if your Payments Provider is Payrix or Pin Payments. To sign up to a suitable Credit / Customer Application subscription plan and/or to change your payments provider to ezyCollect Payments, please contact customersuccess@ezycollect.com.au.
How does it work?
Once this feature is enabled, a “Payment Authorisation” tab will be available on your CA Form. The tab may contain the Credit Card and/or Bank Transfer options depending on your configuration preference.
By default, the field “Do you want to enable direct debit payment in your account?” is optional for your customer. This can be made mandatory upon your request.
If they select Yes, the Card and/or Bank Transfer options will appear.
If they select No, they can proceed to the next page
Credit Card
Bank Transfer
Note: The system will display the fees that will be applied to future transactions.
Payment Authorisation Saved
Once your customer agrees to the Service Agreement and then clicks on the Next button, the system will capture the DDA and display the summary below
Your customer can reset the DDA anytime before completing the application, by clicking on "Reset Card/Bank Transfer information".
Credit Card
Bank Transfer
Confirmation Summary
On the CA Confirmation page, the form will display the details of the captured DDA. Upon confirmation, a copy of the CA Form PDF will be sent to their applicant email address.
Note: Credit Card information with the exception of the Cardholder Name and the last 4 digits of the Credit Card are NOT stored with ezyCollect. These information are securely stored with our Merchant Partner, Stripe.
Credit Card
Bank Transfer
DDA Mapping
The captured DDA will only be available in the Direct Debit Mapping page once the associated CA is approved in ezyCollect.
For more information on the Credit Application process including how to approve/reject applications, please refer to: Credit Application Process.
Note: the Direct Debit Mapping page will only be available to users with Manager access.
What are the steps to map a DDA to a Customer?
A list of the captured DDAs will be displayed on the Direct Debit Mapping page. You can toggle between the Unmapped and Mapped tabs.
Click the "Unmapped" tab to show the list of unmapped DDAs.
The system will suggest a match in the Customer Name column. The Manager User will need to review and confirm the mapping.
The mapping suggestion will only show if (once the CA is approved) the Customer is creating in your Accounting Software/ERP and synced to ezyCollect.
The mapping suggestion is based on the comparison of data of the completed CA form and the associated Customer record you created/synced to ezyCollect (e.g. ABN, trading name, email address, etc).
Once the correct Customer record has been identified, click Confirm Mapping.
What happens once a DDA is mapped to a Customer?
Once mapped, a Direct Debit Registration email (including a copy of the signed Direct Debit Authority as a PDF attachment) is sent to your Customer. You will also receive a copy of this email/attachment.
A note is also created in the Activity History under the Customer record as soon as the DDA has been mapped against that Customer. The system also logs which ezyCollect User performed the mapping.
From here, the Customer's record will display Direct Debit Acquired. This means you'll be able to use/perform any of the following functions:
