Difference between revisions of "Getting Started Guide"

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== New Installation ==
== New Installation ==


The following pages contains all the main topics when first downloading and using DirectDebitsLink.
The following pages contains all the main topics when first downloading and using DirectDebitsLink for the first time.


== Setup ==
=== DirectDebitsLink Setup ===


* [[Downloading DirectDebitsLink]]
* [[Downloading DirectDebitsLink]]
* [[Installing DirectDebitsLink]]
* [[Installing DirectDebitsLink]]
* [[Starting DirectDebitsLink]]
* [[Starting DirectDebitsLink]]
* [[Connecting DirectDebitsLink to MYOB AccountRight 19.9 or Lower]]
* [[Connecting DirectDebitsLink to MYOB AccountRight 19]]
* [[Setting up MYOB AccountRight 19.9 or lower to process direct debits]]
* [[Connecting DirectDebitsLink to MYOB AccountRight Live]]
* [[Setting up DirectDebitsLink to prepare direct debits]]
* [[Setting up DirectDebitsLink to prepare direct debits]]


== First Use ==
=== Common Processes ===
* [[Recording sales in MYOB AccountRight 19.9 or lower]]
* [[Recording customer payments using DirectDebitsLink]]
* [[Recording bank deposits in MYOB AccountRight 19.9 or lower]]
* [[Preparing direct debits from bank deposits using DirectDebitsLink]]
* [[How to Get Data]]
* [[How to navigate in DirectDebitsLink]]


Once you've evaluated DirectDebitsLink, you will be either interested in getting a license of the Free Edition or purchase the Standard Edition. The following pages will assist you.
* [[Navigating in DirectDebitsLink]]
* [[Getting Data]]
 
=== Direct Debits Setup ===
 
* [[Setting up MYOB AccountRight 19 to process direct debits]]
* [[Setting up MYOB AccountRight Live to process direct debits]]
* [[Setting up DirectDebitsLink to prepare direct debits]]
 
=== Credit Cards Setup ===
 
* [[Setting up MYOB AccountRight 19 to process credit card payments]]
* [[Setting up MYOB AccountRight Live to process credit card payments]]
* [[Setting up DirectDebitsLink to process credit card payments]]


* [[How to buy the DirectDebitsLink Standard Edition]]
== Processing Direct Debits ==
* [[How to obtain a license of the DirectDebitsLink Free Edition]]
* [[How to request a License Key]]
* [[How to enter a License Key]]


DirectDebitsLink uses a workflow in order to use the data from your accounting package, record customer payments and produce the necessary ABA file. The workflow is made up of the following steps:
* [[Processing Direct Debits]]
* Recording Sales into your Accounting Package;
* [[Processing Direct Debits Manually]]
* Recording Customer Payments into your Account Package;
* Recording a Bank Deposit into your Account Package;
* Creating the ABA file from your bank deposits.


=== Recording Sales into your Accounting Package ===
== Processing Credit Card Payments ==


=== Recording Customer Payments into your Account Package ===
* [[Processing Credit Card Payments]]


=== Recording a Bank Deposit into your Account Package ===
== Licensing ==


=== Creating the ABA file from your bank deposits ===
Once you've evaluated DirectDebitsLink, you will be either interested in getting a license of the Free Edition or purchase the Standard Edition. The following pages will assist you.
 
* [[How to get a License Key]]
* [[How to enter a License Key]]
* [[How to locate your DirectDebitsLink Serial Number]]


== Upgrades ==
== Upgrades ==
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* [[Downloading DirectDebitsLink|How to download DirectDebitsLink]]
* [[Downloading DirectDebitsLink|How to download DirectDebitsLink]]
* [[Installing DirectDebitsLink|How to install DirectDebitsLink]]
* [[Upgrading DirectDebitsLink|How to upgrade DirectDebitsLink]]
* [[Upgrading DirectDebitsLink|How to upgrade DirectDebitsLink]]



Latest revision as of 22:58, 5 May 2019

The following topics will assist you configuring and using DirectDebitsLink.

New Installation

The following pages contains all the main topics when first downloading and using DirectDebitsLink for the first time.

DirectDebitsLink Setup

Common Processes

Direct Debits Setup

Credit Cards Setup

Processing Direct Debits

Processing Credit Card Payments

Licensing

Once you've evaluated DirectDebitsLink, you will be either interested in getting a license of the Free Edition or purchase the Standard Edition. The following pages will assist you.

Upgrades

If you are upgrading to the latest version of DirectDebitsLink, see the following pages.

Additional Information

For a complete list of features, see the Features page.

Related Topics