The ACH Rules governing a payment or series of payments initiated by a payer on a website (WEB) require that certain printed disclosures be provided on the web page where the payment is initiated. Those disclosures must be presented in a clear and demonstrable manner prior to (or above) the button via which the payer…
Taking lead on an item – If you are able to assist on an item that comes in via email or phone, we like to refer to it as “your baby.” We always want to follow through with the item from beginning to end, to ensure that all appropriate measures have been taken during the process…
Step 1: Now that you have create a source key (see How To Add A Source Key), you may need to customize the form to meet the clients needs. Open your source key, and click on the “Customize ePay Form” button. Step 2: After clicking the customize button, you will see a page containing the…
Step 1: Find the account you want to add the source key to and click the “explore” button. Step 2: After you are in the account, click on the “settings tab” Step 3: After clicking the Settings tab, another menu appears below the first. Click on “Source Keys”. Step 4: When the source keys…
The key to a successful project is to remain organized throughout it. That is why we use Basecamp. When you first find out there will be a spec sheet needed or a demo needed, be sure to go into Basecamp and start your project there. Be sure to name the project appropriately, for example, if…
First, find out what kind of demo the client is wanting to see. Is it just an “out of the box” demo, a customized demo or a collector/debtor initiated demo? Knowing this information will not only help you figure out the best way to approach the demo, but it lets you be prepared. Once you…
When doing a specifications meeting with the client, open your blank Spec Sheet, use this sheet as a guide to walk through the form you are sharing with the client to determine what field and other requirements the client may need. Be sure to save the file as ClientName-SpecSheet, (i.e. CollectionAgency-SpecSheet).