Account Settings

• Donation Migration
• Rotessa Billing
• Overview of Users in Rotessa
• Update settlement and billing account information

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Customers

• Overview of Customers
• Customers in Rotessa
• Edit a customer
• Add customers manually
• Customer Notification Configuration

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Authorizations

• Get PAD agreements or authorizations
• What is a pre-authorized debit (PAD)
• Rotessa's authorization tools
• Overview of authorizations
• Bank verification
• Instant Bank Verification

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Transactions

• Create transactions
• Edit or delete a transaction schedule
• Customer Transaction History
• Overview of transactions
• Declined reasons

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Integrations

• Integrate with QuickBooks Online
• Import invoices from QuickBooks Online
• Integrate with Xero
• Import invoices from Xero
• Automatic Customer Update

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Settlements In Rotessa

• Settlements

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