Yardi Voyager direct debit uses charge types to determine which charges should be directly debited from companies that use direct debit. If your organization uses Yardi Voyager direct debit, you can also enable direct debit for your companies in Kube. For additional setup options, see "EFT General Setup" in the Voyager International EFT User's Guide.
This article is part of the Kube customers setup flow. For more information, see Customers setup checklist.
NOTE: Direct debit is only available for non-US operators that use Yardi Voyager. Domestic operators can add company bank accounts to achieve similar functionality. For more information, see Adding a company payment method.
To set whether a company uses direct debit
Select Customers in the top menu and select Companies from the drop-down menu.
Locate the company in the grid and click the company's name. The Company Essentials window appears. Click Detailed View.
Select Billing in the side menu and select the Billing Options tab.
Click the Edit button.
In the Direct Debit drop-down menu, select what kinds of charges direct debit is used for.
None
The company does not use direct debit.
Both
The company uses direct debit for both contract and variable charges.
Contract
The company only uses direct debit for charges created from contracts.
Variables
The company only uses direct debit for charges not created from contracts.
Click Save.
TIP: The next step in the Kube customer setup process is to set whether a company is exempt from late fees. For more information, see Setting whether a company is exempt from late fees.