EFT and Financing Setup

 

SunEase 2000 supports monthly financing for tanning packages either In-House or via Electronic Funds Transfer (EFT).

In-House Financing

SunEase will automatically record the Charges on a specified day. This amount will show up as a balance due for the client. You are responsible for collecting and recording the payments.

Electronic Funds Transfer (EFT)

SunEase will automatically record the Charges and Payments which show up in History on a specified day. The program also creates a special export file that is sent (via diskette or modem) to your EFT processor. The EFT processor will process all the charges and have the payments deposited directly to your checking account.

 

Preferences Setup

• Close any windows in SunEase 2000
• Select File then Preferences
• Select the EFT/Financing tab
• Select an EFT Service from the list,
  For In-House financing choose "No EFT Service Selected"
• Enter the EFT ID Number provided by your EFT Service Provider,
  For In-House financing leave this field blank.
• The EFT Description is optional, see the help file for more information.
• The ACH Data fields are only used when ACH Format is selected from the Service list. This information is available from your EFT Service Provider.
• For Default Billing Day enter the day your clients will be charged, typically the 1st or 15th.

Tanning Package Setup

• Setup at least one tanning package to finance
• Close any windows in SunEase 2000
• Select File then Tanning Packages
• Enter a new or select an existing tanning packag
• Select View then Form
• Select the Financing tab
• Enter the Down Payment, Monthly Payment and Number of Payments.

Daily Steps

• Sell Tanning Packages to Finance to your clients
• From the Tanning and Sales windows locate a client and make a sale
• Select Account then Finance Package from the menu or click the the Finance Package icon on the toolbar
• Choose the package to finance from the list
• Verify the Next Bill Date
• Select a Debit Type from the drop down list;
  For In-House financing choose In-House,
  For checking or savings accounts enter the Account Number and Transit Number,
  For credit cards enter the Account Number and Credit Card Expiration Date
• Notes:

  If a client has payments remaining the Finance Package option will not be available.

  Check with your EFT provider to verify which Debit Types are accepted.

Pre-Charge Report

• Close any windows in SunEase
• Select Reports then Financing Reports
• Select the Pre-Charge Report
• Enter the Next Billing Period, typically the first of the month to the end of the month, then select the View button
• This report displays who will be charged, when and how much. Clients included are located by the Next Bill Date.
• Verify that the information listed is correct and update any clients as needed.

Apply Monthly Charges Report

• After the Pre-Charge Report is checked actually make the charges.
• Close any windows in SunEase
• Select Reports then Financing Reports
• Select Apply Monthly Charges
• Enter the Billing Period
• Update the date charges will be applied and verify the next billing date then select the Apply button.
• For In-House financing a charge will be added to each clients record and you will enter the payments as they come in;
  For EFT financing a charge and payment will be recorded in sales history. Also a message box will be displayed with the name of the file which you send to your EFT Service Provider.