How to record a Pre-Authorized Debit (PAD) transaction

Setup Electronics Funds Transfer (EFT) in the company settings and setup PAD in the customer record to process pre-authorized payments in Sage 50 Accounting.

You must have a service plan with EFT to process pre-authorized payments. 

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If you're interested in getting the EFT add-on, leave your details, and a Sales advisor will be in touch.

 

1. In the customer record, go to the Pre-Authorized Debit tab.
2. Select This customer has a signed active preauthorized-debit agreement checkbox.
3. Fill in the customer's banking information and click Save and Close.
   
4. When creating a sales invoice, select Pre-Authorized Debit (PAD) from the Payment Method dropdown.
5. Process the invoice as required.
6. Set up the EFT.
7. Generate the .DAT file and submit it to your bank.