Add transactions manually

In Rotessa, there are a few ways transactions can be scheduled:

• Manually
• Bulk importing transactions from a CSV file
• Importing invoices through software integrations like QuickBooks Online, Xero, or Zapier.

Creating a new transaction

1. Start on the customers page of your Rotessa account, and select new.

   

2. Select new transaction, then select manually.

   

3. Search and select the customer you wish to schedule the transaction for.
4. Fill in the appropriate information:
5. Amount: the amount of the transaction of which you and your customer have agreed to.
6. Frequency: how often the transaction will repeat over time.
7. Instalments: how many times the transaction will be pulled from the customer’s account. Leave this field blank if you would like to keep the transaction recurring indefinitely.
8. Process date: the day the transaction will be pulled from your customer’s account

9. Comment: for your records on the transactions you create like “Rent” or “Tuition Payment for Fall 2021”

   

10. Select submit and your transaction is now scheduled.

*Note - A transaction created in advance of the process date will have a status of future. A transaction can only be edited or deleted before the transaction has the status of Sent to Bank.