This section describes settings and configuration that can be made against the SmarterPay for Accounting Seed extension package.
| NAME OF SETTING | DESCRIPTION |
|---|---|
| Attach Default Mandate to Billing | The Billing Mandate field must be populated to make a SmarterPay Direct Debit Payment against it. This can be set manually on the Billing, or automatically through this setting. If true, the Mandate that is setup as the Default for the Customer will automatically populate on the Billing record. |
| Cash Receipt Trigger Point | A Cash Receipt is created against the related Billing once the Payment changes to a certain Status. This status can be configured using this field. The current available values are 'Submitted' (this is set when the Payment is sent to Bacs) or 'Successful' (when SmarterPay determines that the Payment was successful due to not receiving any errors from Bacs Reports). |
| NAME OF SETTING | DESCRIPTION |
|---|---|
| Use Payable Ref as Credit Ref | By enabling this setting you can use the Payable Reference field as the submission reference for the Credit when submitting to Bacs. N.B. The Submission Reference has a limit of 18 characters. The SmarterPay for Accounting Seed Extension Managed Package will automatically remove characters from this reference if it is over 18 characters. |
| Combine Account Payments on Run | Adds up all Payables for single account into a single Direct Credit. For example, if you have two payables connected to a single supplier, both for £100, you can combine the two values into a single credit for £200 instead of the default behaviour of two individual credits for £100 each. |
| Cash Disbursement Trigger Point | A Cash Disbursement is created against the related Payables once the Credit changes to a certain Status. This status can be configured using this field. The current available values are 'Submitted' (this is set when the Credit is sent to Bacs) or 'Successful' (when SmarterPay determines that the Credit was successful due to not receiving any errors from Bacs Reports). |
| Remittance Contact Email Template Name | |
| Remittance User Email Template Name | |
| Remittance Org Wide Email Address Id |
| NAME OF SETTING | DESCRIPTION |
|---|---|
| SERIES OF TRIGGER SWITCHES | A set of checkboxes that turn packaged triggers on and off. These are useful if they need to be temporarily switched off for troubleshooting purposes. |