Continuous payment authority

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Hi all,

I am Head of Sales for a portable accommodation and welfare hire company based in the UK. We have some customers who pay as they go on a debit or credit card which relies on them contacting us on a weekly/monthly basis to make payments.

I've considered monthly direct debit however this relies on a few admin processes I hope can be avoided so my question is does Nav have the ability for Continuous Payment Authority where recurring payments are taken from a card?

As a business we use Nav for finance however that is the extent of my knowledge so please be gentle on any jargon or technical answers. I can however build a case and present to our finance team if feasible and then take it from there.

Please reply here or feel free to contact me by email lee.saunders@elliottuk.com

Thanks in advance...

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Muratvzr 743 on at

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RE: Continuous payment authority

Hi,

If I understand you correctly you have customers and they have to make payment periodically.

If you want to NAV create invoices periodically yes it can be done with standart nav functionaly and you also want to make the auto payment via credit cards is defined on customers you need a developer or partner which can make some coding.

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Community Member on at

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RE: Continuous payment authority

Hi Hannes,

Thanks for taking the time to respond. I only came across CPA as my son's Microsoft Live account comes off my debit card each so looked into it, as a business it would be ideal as we would cancel the recurring payment once our equipment was off hired. There are providers that manage the whole process including GDPR compliance and an open API we can link to Salesforce. I was hoping that we could do it ourselves through Nav however the PCI compliance sounds like more hassle than it's worth so will most like look to outsource. I just need to look at how that would link in with sending invoices. Thanks again for your support.

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Hannes Holst 5,767 on at

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RE: Continuous payment authority

Hi Lee,

In NAV, you can import a Payment File which is generated by a payment provider normally.

Importing such file, you can generate a Payment Reconciliation Journal which can be posted against the Customer Ledger Entries.

From a general perspective, is it possible to process recurring payments through a debit/card card only? I'm not aware of a situation in which I came across something like this. Direct Debits may be the preferred choice? A customer would prefer to be able to cancel the recurring payment or transfer it to another bank account.

To store credit/debit card information (number, end date, name) in your local system, your company has to be "PCI compliant". I think it is not allowed to store the CVV. Or, I've never came across a solution in which this was possible.

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