SmarterPay for Accounting Seed Extension

This section of the WIKI gives details around the SmarterPay for Accounting Seed Extension Managed Package.

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Overview

This technical guide describes the capabilities of the SmarterPay for Accounting Seed Extension package. Its purpose is to offer a greater understanding of how SmarterPay works seamlessly with Accounting Seed via the use of the dedicated extension package that links the two products together.

The extension package allows users to collect money from customers or pay their vendors, seamlessly and automatically.

A comprehensive setup guide is included which allows for rapid installation.

Features

This feature list highlights which integrations are currently available between SmarterPay Cloud for Salesforce and Accounting Seed.

Billings/Invoices

Collect money for Billings via Direct Debits with One-Off Collection or Payment Plan.
Automatic or Manual generation of Payment Plan against a Billing with a customer default or specified Direct Debit Mandate.
Automated Cash Receipt generation on configurable status of a Direct Debit Payment.

Payables/Purchase Invoices

Pay money out for Payables via Direct Credit.
Collect all of your payments into a single Payment Run to make paying multiple recipients quicker and easier.
Combine payables for the same recipient into a single Direct Credit payment.
Apply Approval Processes to Payment Runs for high value payments.
Automated Cash Disbursement generation on configurable status of a Direct Credit Payment.