If you don’t have a bank feed set up, you will need to either upload the bank transaction to FreeAgent or enter it manually. Once the bill is paid, the transaction will appear in the 'Banking' section your FreeAgent account during the next import if you have a bank feed set up. Once the payment has been authorised by your bank, you’ll be directed back to FreeAgent and the bill will be marked as ‘Payment approved’. We recommend that you contact your bank directly so they can investigate the unsuccessful payment. If the payment attempt is unsuccessful, you’ll see a red notice on the bill within FreeAgent and you will also receive an email with the subject line: 'Notice: your bill payment was unsuccessful'. If the payment isn’t immediately approved, the bill will be marked as ‘Payment pending’. Please note that you will need to complete this step each time you pay a bill or schedule a bill payment using Payit™. Follow the prompts provided by your bank. Next, you’ll be taken through your bank’s online banking login journey to authorise the payment. Once you’re happy that these details are correct, select ‘Continue’ in the bottom-right to proceed. Next, you’ll see a confirmation page where you'll be able to review the details of the bill before scheduling the payment. Once the bill has been prepared, select ‘Pay now with Payit™’ in the ‘Pay this bill’ panel on the right. If you don’t enter a payment reference, the bill reference will be used automatically instead.Ĭomplete the ‘Payment Reference’ field and then select ‘Save Changes’ at the bottom of the screen. It can be up to 18 characters long and must only contain letters and numbers. The payment reference of the bill is the reference that your supplier will see when you pay the bill. If you didn’t add a payment reference when you first added the bill, you can do so now by selecting ‘ Edit bill details' in the top-right. If you haven’t added the bill yet, select ‘Add New Bill’ and follow the steps for adding a bill in FreeAgent. Select the bill that you’d like to pay from the list. Navigate to the 'Bills' tab at the top of the screen. You’ll also need to ensure that their bank account details have been added to their contact profile in FreeAgent, either when adding them as a contact or by editing the contact and then adding their bank account details. You'll need to ensure that person you want to pay is set up as a contact in FreeAgent before you can use Payit™ to make a payment to them. Payit™ is free to use and no fees are applied. It uses Open Banking to let you make secure payments from your NatWest, Royal Bank of Scotland or Ulster Bank NI business current account to any other major UK bank without leaving FreeAgent. Payit™, a service provided by NatWest, is a fast and simple way to make payments. To schedule the bill payment for a future date, find out how to how to schedule a bill payment using Payit™ instead of following the steps below. Payit™ is not available if you’re accessing a client’s account through a practice dashboard.Payit™ is not available if you have a user role of ‘Accountant’.Payit™ is only available if you have full (level 8) access to your FreeAgent account and if a NatWest, Royal Bank of Scotland or Ulster Bank NI business current account is your primary bank account in FreeAgent.This process usually takes 5-6 working days. If the receipt information is incorrect, we’ll investigate the issue and get back to you. If the information on your receipt was correct and you’ve checked with your bill provider, we’ll investigate and see if the payment has been reversed. The amount incorrectly entered, if applicable.Your Automated Bill Payment reference number (usually 16 digits, either under the barcode on the bill or printed across the front of the magnetic card).
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |