You cannot accept EFT payments if you have not configured OPS-COM for this option. See this article for more information.
Setup Payment Type
Search for the user and go to their Profile. Click Profile, Other Payment Methods.
Click Select Payment Type and click Electronic Funds Transfer from the drop down menu.
An information form will appear allowing you to record the user banking details. Fill out the following fields from the user's void cheque:
- Label for this payment method (Typically the bank name and an indication as to what type of account you wish to use. ie: Bank of Montreal - Savings)
- Transit/Branch Number
- Bank Number
- Account Number
Click Add Bank Information to save this Payment Method.
A message is displayed that the payment method was added and it appears on the right hand-side.
Add to Subscription
Click on Profile, Subscription Settings.
Click the Payment Method dropdown menu and choose Electronic Funds Transfer.
Click the Method Details dropdown menu and choose Bank of Montreal. Click the Update Subscriptions button.
This user is now configured for EFT payments for permit rollovers.