Inbound Customer Payments Overview

For inbound customer payments, the FinancialForce Asperato Integration has two key functions:

• Payment collection
• Cash matching

To make a customer account eligible for payment processing using the Asperato Integration you must first create a Payment Integration Method linked to the account. For more information, see Creating a Payment Integration Method.

To collect a payment automatically using the integration, the account must have an associated payment integration method with an authorization with a status of "In Force".

When an invoice is posted for the customer, a payment is created and subsequently processed by the Asperato Repeat Payment batch job.

Notes:

• Manual payments without an authorization are submitted directly to Asperato for processing and are not submitted through the Asperato Repeat Payment batch job.
• Successful payments collected by Asperato are updated to "Collected from Customer". This then triggers the creation of a cash entry and cash matching against the sales invoice or billing document.