Pagero Autogiro Pro - Customers
General information
Below is a short description of the process of getting paid from a new Autogiro customer:
STEP | DESCRIPTION |
|---|---|
1 | The payer signs a consent and thereby authorizes that the recipient can request a withdrawal from the payer's bank account. There are two ways for the payer to leave a consent:
|
2 | The recipient gathers the payment orders in a data file and sends it to Bankgirot. |
3 | On the due day of the payment the payers bank will make sure that suffcient funds are available on the payers account. |
4 | If sufficent funds are available, the money will be transfered to the recipients account. |
5 | The reciever gets a statement of payments from Bankgirot. |
6 | The payer gets a message concerning accomplished payments from their bank. |
The procedure for adding a new customer (payer) in Pagero Autogiro Pro is as follows:
STEP | DESCRIPTION |
|---|---|
1 | Select Tools - New Autogiro customer or Input - New Autogiro customer . |
2 | Enter information on the customer in the dialog box that appears. Note! It is important to distinguish whether the customer is a private individual or a company.. |
3 | Specify the consent information that is linked to the customer. You will find more information on this below. |
4 | Payment assignments can also be filled in directly by clicking the Add Payment assignment box. More information on this is presented below. |
5 | Save. |
6 | When all customers have been entered, you will be able to see a list of these customers by selecting the category Customers > Show all customers . |
Related Content
-
Pagero Autogiro Pro - Consents
Format:
Article,
3 min read
-
Pagero Autogiro Pro - Program window
Format:
Article,
1 min read