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Onboarding customers results in a new Account being created. SOAP Web Services allow integrators to push data into our DB or get it from the DB. There are plenty of different methods for various cases such as:
Sign up and manage customers
Load and change payment methodsCapture payment method details using hosted payments form
Load and get payment schedules
Retrieve business information (fees, commissions, T&Cs)
Other Customer Onboarding Channels
You can also onboard customers using the following channels:
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RESTful APIsThe above listed usecases can also be executed using our latest RESTful APIs. Embeddable JavaScript Payment Capture WidgetThe Payment Capture Widget allows you to securely capture payment details (credit card and bank account) by embedding it in your website and save payment details in Debitsuccess systems. Image AddedWeb Direct Entry (WDE)It is a web-based application that allows the customer to complete the Direct Debit form on-site on-screen rather than on paper including their personal signatures. This application is integrated with the Debitsuccess Portal.
Online Management Gateway (OMG)OMG is a web-app used for onboarding customers remotely. With OMG’s Direct Debit Request (DDR) form, there is no need for the prospective customer to visit the facility in-person, instead, a URL can be linked to their website or the social media pages to create a purchase. This application is integrated with the Debitsuccess Portal.
For detailed information, see Online Management Gateway. Online Management Gateway API (OMG API)The online management gateway API allows the creation of an account template using REST API. The account templates are used to signup new customers via OMG’s Direct Debit Request (DDR) form of Debitsuccess Online management gateway web application. The current implementation of OMG API exposes two endpoints:
For detailed information, see Documentation on Online Management Gateway API. |
Email confirmation after sign up
After the customer is signed up, a Payment Agreement Confirmation email is sent with the details of the payment, the customer’s reference number (Debitsuccess ID) and PDF of the Contract. The welcome email also includes the link to the Customer Portal which they can use to view their payment history, contract information, and manage accounts.
The welcome email can be configured as required or turned off.
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