1. Accounting
  2. Banking
  3. Payment Automation SuiteApp
  4. Setting Up Payment Automation
  5. Installing the Payment Automation SuiteApp

Installing the Payment Automation SuiteApp

The Payment Automation SuiteApp is available on the Marketplace, and it's free to download. For more information, see Installing from the SuiteApp Marketplace.

Note:

Provisioning from Bill team is not needed to install the SuiteApp.

The Payment Automation SuiteApp is a managed SuiteApp and is upgraded automatically.

Before you install the Payment Automation SuiteApp, enable the following features:

After you install the Payment Automation SuiteApp:

  1. Assign the respective roles to the users. For more information, see Setting Up Roles and Permissions.

  2. Apply for an HSBC Online account. For more information, see Setting Up Payment Automation.

  3. Once the account is approved, generate the Payment Tokens. For more information, see Generating Payment Tokens

  4. Set up source bank account. For more information, see Setting Up Auto-Funding.

  5. Generate the GUID in step 4.

  6. Onboard the vendors. For more information, see Setting Up Vendors.

  7. Verify the vendor bank account if the account number is imported correctly or not.

Note:

To avoid payment failures, it is suggested to onboard vendors after generating the GUID and the payment tokens. Follow the setup steps in the given sequence.

Related Topics

General Notices