Pre-Authorized Debits

The pre-authorized debit feature allows you to accept customer pre-authorized payments and deposit them directly into your bank account. A customer's authorization is obtained when they sign a pre-authorized debit agreement with your company.

The Sage Simply Accounting pre-authorized debit feature uses the Electronic Funds Transfer (EFT) system in Canada and the Automated Clearing House (ACH) system in the US.

Sage Simply Accounting also allows you to pay bills electronically from your bank account. For more information, see Direct Deposits.

Note: Internet access is required to use this service.

How it works

1. Sign up for pre-authorized debits.
2. Set up your records and bank information in Sage Simply Accounting to use pre-authorized debits.
3. Record and process the sale or payment in Sage Simply Accounting.
4. Upload the pre-authorized debit file. You can log in to your account to verify your customer payments.

What would you like to do?

Set up for pre-authorized debit

Create a sales invoice

Add or modify a customer's pre-authorized debit bank account information