I believe that is true.  If the customer creates an account, the info may be saved but if they keep using the one-time feature, they need to put in info each time.

 

 

 

I was told to have the ACH report to show the customer’s credit account number, we would have to require that customer to enter their account number in when setting up a payment. I was under the impression if it was done as a quick pay that it would have to be entered each time.

 

 

 

Here is who we worked with at JH.  She was great to work with and helped us set everything up.

 

 

 

 

We use Biller Direct and Smart Pay (within Banno) the Biller Direct payments are provided in a loan posting file and processed thru core as an ACH file which is great.  Unfortunately the Smart Pay payments made within online and mobile banking all require manual entry – (we hate that too).   The Client Services group with JH visited us last week and suggested that we download our Smart Pay payments into a CSV file that is properly formatted to upload in cross application and auto post that way.   We haven’t tested that yet but if that can work it will be a huge time saver and may make us love Smart Pay again.

 

Another issue with the payments is ACH returns.  The loan number isn’t part of the ACH origination debit file, so each time a payment is returned for NSF, Stop pay etc… we have to look each payment up manually instead of the loan number being included in the return information.   We have asked Smart Pay and Biller Direct to add the loan number to the ACH origination debit file that we send out in the addendum records to aid us with any returns and minimize our research time.   They are still researching this as an option – not sure that it will be possible, but may be an idea for other banks with a lot of loan payment returns.

 

Thank you,

 

 

 

We use SmartPay and the payments post automatically.  Linda

 

 

 

I am interested in responses to this.   We are using Smart Pay and I hate it.    We have to manually post the payments to the accounts each day.  

 

 

 

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