Help Main Menu & FAQs

1. How to add a customer

2. How to change the draft amount

3. How to change a debit date

4. How to arrange to skip months

5. How to create a "Paying for" field

6. How to add an additional debit or create a one-time debit

7. How to delete a debit record

8. How to delete a customer record

9. How to credit an account

10. How to update customer banking information based on NOC (Notification of Change) report

11. Demo Mode vs. Live Mode

Frequently Asked Questions

1. How can I validate my data entry? 

2. If I don’t receive my Daily Deposit Slip by email, how will I know which drafts have been deposited?

3. What is the difference between “Add New Checks” and “Add Customer”?  And which one should I use for entering my data?

4. Can I go “live” right away, or do I need to enter my entire database first? 

5. If a customer wishes to pay cash in exchange for their monthly draft, how much notification do I need in order to stop the electronic transaction? 

6. Can I credit a customer immediately when I know I have drafted her in error?

7. Can I electronically debit a customer for products and enrollment fees even though they are not recurring debits?

8. I do take checks for products and services (not recurring), but I don’t feel comfortable processing them through DepositExpress. What happens if those checks bounce?

9. If a customer alerts me that her draft has bounced and has already paid me in cash, do I need to notify CybrCollect?

10. Several of my customers’ debits bounced due to incorrect account/routing information (R03’s and R04’s).  Once I correct my database, will the debits be resubmitted automatically?  What about C03’s and C04’s on my NOC report?

11. How am I to pay for this service, and when do I receive an invoice?

12. I have two customers – a mother and her daughter. Why can’t I create two customer records for them? The system wouldn’t allow me to save the second record.

13. What if my customer’s draft is being debited from her husband’s account? 

14. I can’t remember if I created a one-time debit for a customer whose draft bounced with incorrect account information. Do I have to access the Check Reconciliation Report and scroll through all those debits?

15. What number should I use for the Customer ID number?

16. Who should I contact for help?