Engage Billing Setup

Use Engage Billing to access Accounts Receivable online, including making payments and viewing invoices and payments.

1. To access Engage Billing from within CDM+. Go to Program → CDM+ Engage → Settings.

   

   
   

2. Click Billing from the left sidebar.

   

Surcharges

1. You can optionally add a processing fee or surcharge to online billing payments. Configure the following items to add a surcharge:

• Credit Card Surcharge Percent will add an amount to payments made by credit card which is a percentage of the payment

• ACH Surcharge Amount is a flat amount added to payments made by ACH

• Surcharge Account is the income account where surcharges will be credits

  

Fee Account

Select the expense account where transition fees will be debited when deposits are processed.