EFT Transactions

A step-by-step guide on how to manage EFT transactions

Navigate to Transaction Management.
Select a Merchant and choose the Transaction Type: Pay.
Choose Payment Method as EFT.
Enter the Amount.
Provide the Merchant Reference.
Add details in the Merchant Memo field.
Select the Add Customer button.
Enter customer details, including:
- First Name and Last Name
- Email and Phone Number
- Address (including Province, City, and Postal Code)
- Institution Number, Transit Number, and Account Number
Click on the Save button.
Confirm the action by clicking OK.
Upon completion, the transaction will be successfully saved.

Navigate to Transaction Management.
Select a Merchant and choose the Transaction Type: Collect.
Choose Payment Method as EFT.
Enter the Amount.
Provide the Merchant Reference.
Add details in the Merchant Memo field.
Select the Add Customer button.
Enter customer details, including:
- First Name and Last Name
- Email and Phone Number
- Address (including Province, City, and Postal Code)
- Institution Number, Transit Number, and Account Number
Click on the Save button.
Confirm the action by clicking OK.
Upon completion, the transaction will be successfully saved.

Navigate to Transaction Management.
Select a Merchant and choose the Transaction Type: Collect.
Choose Payment Method as EFT.
Enter the Amount.
Provide the Merchant Reference.
Add details in the Merchant Memo field.
Select the Add Customer button and enter the following customer details:
- First Name and Last Name
- Email and Phone Number
- Address (including Province, City, and Postal Code)
- Institution Number, Transit Number, and Account Number
Check the 'Schedule Transactions' box.
Select a Recurrence Type from the available options to schedule a transaction:
- Daily
- Weekly- Select Weekday
- Bi-weekly – Select Weekday
- Monthly – Select Day of the Month
Click on the Save button.
Confirm the action by clicking OK.
Navigate to Schedule Groups to view the scheduled transactions.

Navigate to Transaction Management.
Select a Merchant and choose the Transaction Type: Collect or Pay.
Choose Payment Method as EFT.
Enter the Amount.
Provide the Merchant Reference.
Add details in the Merchant Memo field.
Click on the Search button.
- Search for the customer by entering their name, email, phone number, or account number.
- Select the customer from the search results.
Click on the Save button.
Confirm the action by clicking OK.
Upon completion, the transaction will be successfully saved.