Inbound Customer Payments Overview

For inbound customer payments, Unaric Payments Connector has two key functions:

  • Payment collection
  • Cash matching

To make a customer account eligible for payment processing using Unaric Payments Connector you must first create a Payment Integration Method linked to the account. For more information, see Creating a Payment Integration Method.

To collect a payment automatically using Unaric Payments Connector, the account must have an associated payment integration method with an authorization with a status of "In Force".

When an invoice is posted for the customer, a payment is created and subsequently processed by the Unaric Repeat Payment batch job.

Notes:
  • Manual payments without an authorization are submitted directly to Unaric for processing and are not submitted through the Unaric Repeat Payment batch job.
  • Successful payments collected by Unaric are updated to "Collected from Customer". This then triggers the creation of a cash entry and cash matching against the sales invoice or billing document.