Configuring debtor account payments in Synergetic

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:

1. Open Synergetic.
2. Select Module > System > Online Payments Maintenance from the main menu.
   The Merchants tab of the Online Payments Maintenance window is displayed.
3. Click the Levels tab. See Online Payments Maintenance - Levels tab.
   The Levels tab of the Online Payments Maintenance window is displayed.
   
4. Select the Account Payment category in the Level 1 grid area.
   
5. Click in the Level 2 area.
   A new payment category is added to the Level 2 grid area.
   
6. 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.
   
7. Select an online payment merchant from the Merchant drop-down list.
   
   Note: Synergetic currently only supports NAB Transact as an online payment merchant.
8. Select the DEB payment type from the Payment Type drop-down list.
   
9. Type Account Payment in the Portal Activity Label field.
10. Click .
    
11. Configure a voluntary contribution for debtor account payments, if necessary. See Configuring a voluntary contribution for debtor account payments.