EFT Notices Setup

The EFT Notices Setup window is where you enter your default settings for which letters/notices are to be automatically generated and how many days in advance of the next payment due date they are to be sent for your Recurring Payments. This letters are not used for Single Payments.

To access the EFT Notices Setup, the menu path is "System\Preferences\ Payment Processing Setup\EFT Notices Setup".

When you set up and enable EFT Notices for your recurring payment schedules, Collect! creates a letter contact for each letter per the parameters entered. The Due Date of each Letter contact is determined by the Frequency and Next dates in your recurring payment schedule.

EFT Notices Setup

It is your responsibility to ensure that any letters you send to debtors are compliant in format and content with legislation and regulations in your region.

View EFT Notices

These sample templates are available for download from the Collect! Member Center.

Download sample EFT Notices

Credit Card Letters

You can select letters to send to your debtors when you set up a recurring credit card payment schedule. Collect! can automatically schedule an authorization letter to be sent when you first set up the payments. Collect! can also automatically schedule a notice to be sent prior to each debit from the debtor's credit card. You can set the number of days prior to each payment for sending the CC notice.

CC Authorization Letter

From your list of reports and letters, select the letter that you want to use for your printed credit card authorizations.

You must switch ON "Enable" with a check mark if you want the module to queue this letter in your daily letter batch.

Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will Queue an empty Letter contact.

CC Authorization Email

From your list of reports and letters, select the letter that you want to use for your emailed credit card authorizations.

You must switch ON "Enable" with a check mark if you want the module to queue this letter in your daily letter batch.

Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will Queue an empty Letter contact.

CC Authorization Text

From your list of reports and letters, select the letter that you want to use for your texted credit card authorizations.

You must switch ON "Enable" with a check mark if you want the module to queue this letter in your daily letter batch.

Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will Queue an empty Letter contact.

CC Notification Letter

From your list of reports and letters, select the letter that you want to use for your printed credit card notices.

You must switch ON "Enable" with a check mark if you want to schedule these notices in your daily letter batch.

Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will queue empty Letter contacts.

CC Notification Email

From your list of reports and letters, select the letter that you want to use for your emailed credit card notices.

You must switch ON "Enable" with a check mark if you want to schedule these notices in your daily letter batch.

Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will queue empty Letter contacts.

CC Notification Text

From your list of reports and letters, select the letter that you want to use for your texted credit card notices.

You must switch ON "Enable" with a check mark if you want to schedule these notices in your daily letter batch.

Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will queue empty Letter contacts.

Enable

Switch this ON with a check mark to enable the sending of authorization letters and notices when recurring payment schedules are set up on debtors.

Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will queue empty Letter contacts.

ACH Letters

You can select letters to send to your debtors when you set up a recurring ACH payment schedule. The system will automatically schedule an authorization letter to be sent when you first set up the payments. Collect! can also automatically schedule a notice to be sent prior to each withdrawal from the debtor's bank account. You can set the number of days prior to each payment for sending the ACH notice.

ACH Authorization Letter

From your list of reports and letters, select the letter that you want to use for your printed ACH authorizations.

You must switch ON "Enable" with a check mark if you want to queue this letter in your daily letter batch.

Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will queue empty Letter contacts.

ACH Authorization Email

From your list of reports and letters, select the letter that you want to use for your emailed ACH authorizations.

You must switch ON "Enable" with a check mark if you want to queue this letter in your daily letter batch.

Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will queue empty Letter contacts.

ACH Authorization Text

From your list of reports and letters, select the letter that you want to use for your texted ACH authorizations.

You must switch ON "Enable" with a check mark if you want to queue this letter in your daily letter batch.

Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will queue empty Letter contacts.

ACH Notification Letter

From your list of reports and letters, select the letter that you want to use for your printed ACH notices.

You must switch ON "Enable" with a check mark if you want to schedule these notices in your daily letter batch. Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will queue empty Letter contacts.

ACH Notification Email

From your list of reports and letters, select the letter that you want to use for your emailed ACH notices.

You must switch ON "Enable" with a check mark if you want to schedule these notices in your daily letter batch. Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will queue empty Letter contacts.

ACH Notification Text

From your list of reports and letters, select the letter that you want to use for your texted ACH notices.

You must switch ON "Enable" with a check mark if you want to schedule these notices in your daily letter batch. Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will queue empty Letter contacts.

Enable

Switch this ON with a check mark to enable the sending of authorization letters and notices when you set up recurring payment schedules.

Please ensure that you select a valid letter from your list before you switch ON "Enable" or the system will queue empty Letter contacts.

Days Prior

Select the number of business days prior to each payment that you want to queue a payment notification. You are responsible for ensuring that you enter parameters that are in compliance with regulations in your region.

Use Calendar Days

Switch this ON if you want the DAYS PRIOR to use calendar days instead of business days.

Help

Select this button for Help on EFT Notices Setup and related topics.

OK

Select this button to close the EFT Notices Setup window and return to the previous menu.

Deleting A Recurring Schedule

Select this button at the bottom of the Recurring Credit Card Payments screen to remove an existing recurring arrangement. It will remove all pending transactions from the Payment Provider portal and cancel any pending EFT Notices or Notification letters queued up with future dates.