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Online Payments - Setting Up Options

  • Oct 2, 2024
  • Knowledge

How To
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Your Online Payments options are able to be easily set up following the below guides:

Display the Person Responsible on Payments Received

 

You can automatically display the name of the person who created a payment received on all Online Payments.

  1. Click the LEAP Menu > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click Integrations > under Online Payments > Settings.

  3. Select the role of Receipt made out by from the drop down list. This person will appear on all Online Payments received.

  4. Click Save.

Online Payments received will display the name of the selected person.

Email Notifications on Payment

 

You can set up email notifications to a nominated person(s) within your firm to receive payment notifications and daily summaries of all Online Payments deposits (Operating Account and Trust) processed by Online Payments.

  1. Click the LEAP Menu > Settings > Application Settings. 

    The LEAP Application Settings will open in a new window.

  2. Click Integrations > under Online Payments > Settings.

  3. Enter the email address of the people who will be notified when an Online Payment is made, in the Payment Notification Recipient Email field.

    If you're entering more than one email address, make sure they're separated by a semi-colon.

  4. Click Save.

The business day after an Online Payment is made the selected people will be notified by email.

Settle Tax Invoice Transactions to Trust Account

 

You can nominate to settle Online Payments tax invoice transactions to a nominated trust account.

  1. Click the LEAP Menu > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click Integrations > under Online Payments > Settings.

  3. Toggle on the Settle tax invoices to trust account.

  4. Click Save.

Mobile Notifications on Payment

 

You can set up mobile notifications to a nominated person(s) within your firm to receive payment notifications of all Online Payments deposits (Operating Account and Trust) processed by Online Payments.

  1. Click the LEAP Menu > Settings > Application Settings.

    The LEAP Application Settings will open in a new window.

  2. Click Integrations > under Online Payments > Settings.

  3. Toggle on the nominated person(s) who will be notified when an Online Payment is made, in the In-App Payment Notification Recipients section.

  4. Click Save.

Last Modified Date
10/2/2024 9:28 PM
Title
Online Payments - Setting Up Options
URL Name
Set-RapidPay-options

Resolution
Exclusive IntegrationsOnline Payments
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Online Payments - Setting Up Options