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 methods
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:
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 and business once submitted
Credit card details are validated before submission
Recurring and 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 and 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
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:
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 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 aslo 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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