Open topic with navigation

I received payment for a debit

What if your customer has already paid you before the direct debit can take place? You should mark the debit as paid. This way, the amount will count towards the total paid and the number of payment count for the customer.

Note: If you choose to remove the debit (not advisable), the amount stated in the debit will NOT count towards the total payment count. You should only remove a debit if you don't wish to collect it.

Here's what you should take note.

• You can only mark a customer's pending (future) debit as paid.
• You cannot refund with direct credit via Ezypay for a debit that was manually marked as paid.
• Since no direct debit has occurred, the commission fee will be removed from the debit that you manually marked as paid.
• If there is a customer paid load feeA one-time charge payable to Ezypay whenever a new customer is added to the system. This charge is either borne by the customer or business., it will be moved to the next pending debit. If there is no next debit, it will be charged to your business.
• Any failed payment fees or commission fees that arose from failed debits that were brought to the selected debit that you wish to mark as paid would be moved to the subsequent next debit. Or if there is no next debit, they will be charged to your business.

Follow these steps to mark a debit as paid.

1. Go to the specific customer's page.

How to access the customer's page

1. Select the Customers module from the top navigation bar.
2. Enter the desired customer's name in the Search Customer field.
   
   Alternatively, select Name to reveal a dropdown list of other search options. You can also search for a customer by his or her Ezypay No. or Reference No.
3. Press Enter.
4. If there is only one customer matching your search criteria, then you will be directed directly to the customer's page.
   
   If there are more than one customers matching your search criteria, then you will see a list of names. Select the desired name.

Click image for a bigger view. Click to close.

2. In the customer's page, select the required Pending Regular Debit.
   Click image for a bigger view. Click to close.

How to reveal more future debits

Select Show more future above the debit listings.

Click image for a bigger view. Click to close.

3. In the pop-up window, select Mark as paid.
   Reminder: Ensure you have selected the correct debit by double checking the customer's name, debit amount, and debit date.
   Click image for a bigger view. Click to close.
4. In the Mark Debit as Paid section, select Confirm.
   
5. The status of the selected debit changes to Success.
   A confirmation message appears at the top of the customer's page to indicate that the debit has been updated.
   

Open topic with navigation