Configuring debtor account payments in Synergetic

Modified on Sun, 19 Apr at 11:59 PM

You can configure debtor account payments in Synergetic to allow Community Portal users to make one-off payments against debtor accounts.

Once debtor account payments are configured, users can make payments on the Community Portal by clicking either:

on the Finance tab
Make an Account Payment menu option

Debtor payment option on the Payments tab.

To configure debtor account payments in Synergetic:

Open Synergetic.
Select Module > System > Online Payments Maintenance from the main menu.
The Merchants tab of the Online Payments Maintenance window is displayed.
Click the Levels tab. See Online Payments Maintenance - Levels tab.
The Levels tab of the Online Payments Maintenance window is displayed.
Select the Account Payment category in the Level 1 grid area.
Click in the Level 2 area.
A new payment category is added to the Level 2 grid area.
Type Debtor Payment in the Portal Description field.
Note: This is the description that is displayed for the account payment item on the Payments tab of the Community Portal.
Select an online payment merchant from the Merchant drop-down list.

Note: Synergetic currently only supports NAB Transact as an online payment merchant.
Select the DEB payment type from the Payment Type drop-down list.
Type Account Payment in the Portal Activity Label field.
Click .
Configure a voluntary contribution for debtor account payments, if necessary. See Configuring a voluntary contribution for debtor account payments.