If you would like to offer your customers the ability to create deposit transactions in TermSync, please contact your Account Manager. Once this feature is enabled, your customer will see it listed within their Available Actions board.
Creating a Deposit Transaction
1. Once your customer has logged into TermSync, they will navigate to the Available Actions board on the Account Statement page, and click on Create Deposit Transaction.
2. Your customer will be redirected to the Transaction Details. Here they must enter the Invoice Amount and have the option to add an Invoice Date, Invoice Number, PO Number, and a Description.
3. Once the transaction is created, the customer is immediately directed to the Payment screen. A Confirmation Pop-up will appear across the top which will let them know the deposit was created successfully.
4. Once your customer has entered their payment information and clicked Schedule Payment, they will be redirected back to their Account Statement. A Confirmation Pop-up will appear across the top which will let them know the payment was scheduled successfully.
Please Note: Your customer will also receive a notification of the scheduled payment sent to the email address listed in their account.