Onboarding Customers

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

• Update customer information

• Load and change payment methods

• Load and get payment schedules

• Retrieve business information (fees, commissions, T&Cs)

• Get call history

You can also onboard customers using the following channels:

RESTful APIs

The above listed usecases can also be executed using our latest RESTful APIs.

Web 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.

• Device agnostic - can be used on any PC, iPad, or tablet

• Interactive portal for customer to sign up onsite guided by staff

• The contract is emailed to customer & business once submitted

• Credit card details are validated before submission

• Recurring & one-off payments are accepted

• Promotional and multiple recurring payment schedules can be added

• The contract is loaded into Debitsuccess instantly

• Both customer and client staff signatures are required to submit the contract

• Entering contracts as a Data Entry Tool available & offline contracts can be downloaded

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.

• Allows customers to sign up via a webpage styled by a client

• The payment plan is configured by client and pre-populated on the webpage

• The customer is required to add personal and banking details

• Can be displayed on the client’s website, emailed to prospects, posted on social networks, or used in marketing campaigns

• No signature required

• Can sign up a minor with guarantor information required

• The contract is loaded into Debitsuccess instantly

• Welcome email text can be configured by the client and the PDF Contract is emailed to customer’s email address once submitted

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:

• Account Templates endpoint - to create account template based on the details provided.

• Diagnostics - to ping the API

For detailed information, see Documentation on Online Management Gateway API

Email confirmation after signed 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 aslo includes the link to the Customer Portal which they can use to view their payment history, contract information, and manage accounts.

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