Each matter is linked to a client for which electronic payment is to be used and requires prior configuration.
Client matter types that can be configured for PAW:
Civil law (including type "8.1.5")
Family law
Criminal Law
Corporate book
Opinion
Business law
Labour Law
General invoice
Administrative law (TAQ)
The user must have on hand the information relevant to the preauthorized withdrawal for the matter in question.
Matter Preferences Tab
A
1-To include the client matter to the use of the functionality, the radio button must be activated to "Bank transfer"
B
2-The date on which withdrawals are authorized to begin
3-The authorized value of the withdrawal
4-The date until which Withdrawals are permitted
C
5-The date of the last withdrawal is updated according to the last withdrawal made
6-The value of the last withdrawal is updated according to the last withdrawal made
7-The date of the next withdrawal is updated according to the last withdrawal made
8-The value of the next withdrawal is updated according to the last withdrawal made
9-A comment can be added for any information relevant to the user
Note - Fields 7 and 8 can be changed manually as needed even though they are updated based on the last withdrawal made.
For example,
the previous month's withdrawal could not be made and must be taken from the current month added to the current monthly payment. It is therefore easy to go to the matter and manage the exception by correcting the value of the next withdrawal (8). This will have no impact on the default withdrawal set (3) which will be used again for the next month.