Prerequisite Setup for Payoff Now
Permissions
Users must have the E-pay One Time Payments permission enabled in their permission profile in Admin Console.
Manage Settings
Under MANAGE > Settings, there is a section for Installment Plans. To enable, a payoff register and payoff order type are required. Note: Users must have the Manage Settings permission to edit these settings.
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Click PAYOFF NOW.
Select an E-Pay account. Note: If the customer does not have an E-Pay account, you cannot continue with the payoff, and must first setup an E-Pay account.
If a bank account is used, an Authorization type is required. This is consistent with all E-Pay payments. Select Customer is on the phone or Customer is present. When Customer is on the phone is selected, an additional consent (NACHA) script is presented, and you must select Agree before the payment can be submitted.