Payment Agreements

Payment Agreements

 

Before you can withdraw money from your customer’s accounts, you’ll need to obtain their permission.

This is done with an ACH Autshorization, usually on paper or online.

Rotessa offers a Permission Form Creator that you can use to create both online and paper agreements for your customers to fill out.

Creating a PAD With Rotessa’s Permission Form Creator

1. Start by clicking Permission Forms in the top menu.

2. Select Create a New Permission Form.

There are 3 types of form you can create:

  • Outline a specific payment amount and schedule (Fixed Payment)

Monthly memberships

Rental agreements

  • Allow my customer to outline payment amount and schedule (Customer Set)

Charitable donations

  • Variable agreement for ongoinºg variable charges (Variable)

Charge accounts

Ongoing sporadic payments

Invoice payments

 

Customize the form to your liking by uploading a logo, changing the title, and changing the introduction text.

3. You can also choose to require your customer to include their address and phone number (all forms), and set the payment amount and schedule (Fixed Payment).

The address that appears on your permission form can be changed in your Account Settings. Click here to see how.

4. Once your form is complete, you can select from 4 options:

Preview Form – See your form as your customers do.

Download PDF – Download a printable PDF copy of your form that can be filled out in-person

Copy URL to Clipboard – Copy a secure link to your form, and send it to your customers

Delete – Permanently deletes your form (cannot be recovered)

How to add a customer
If you did not have your customer fill out an online form using the Rotessa Permission Form Creator (which automatically adds them to your account), then you will need to add them manually. Remember, you can only collect payments from your customer’s accounts after you have obtained their authorization. Here’s how to add a customer profile to your Rotessa account: On the Customers page in your account, click the blue Add Customer button. In the drop-down menu, select Manually Enter a New Customer. The required fields are name, authorization type (where you obtained authorization, phone, in-person, or online), routing number, and account number. The other fields on this page are optional. Once you have added a customer, they will appear on the Customers page in your account.
How to edit a customer
If you did not have your customer fill out an online form using the Rotessa Permission Form Creator (which automatically adds them to your account), then you will need to add them manually. Remember, you can only collect payments from your customer’s accounts after you have obtained their authorization. Here’s how to add a customer profile to your Rotessa account: On the Customers page in your account, click the blue Add Customer button. In the drop-down menu, select Manually Enter a New Customer. The required fields are name, authorization type (where you obtained authorization, phone, in-person, or online), routing number, and account number. The other fields on this page are optional. Once you have added a customer, they will appear on the Customers page in your account.
How to archive (delete) a Customer
If you did not have your customer fill out an online form using the Rotessa Permission Form Creator (which automatically adds them to your account), then you will need to add them manually. Remember, you can only collect payments from your customer’s accounts after you have obtained their authorization. Here’s how to add a customer profile to your Rotessa account: On the Customers page in your account, click the blue Add Customer button. In the drop-down menu, select Manually Enter a New Customer. The required fields are name, authorization type (where you obtained authorization, phone, in-person, or online), routing number, and account number. The other fields on this page are optional. Once you have added a customer, they will appear on the Customers page in your account.
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