Motorcycle - Initial Setup for ACH Payoff .net



The Dealer System Administrator must enable the ACH Payoff and/or Manage ACH Payoff Responsibility menu for ACH Payoff users before initial setup can be performed. Users check their Internet Explorer browser version to make sure it is version 9 or higher. Once these tasks are done, complete the following:

1. Set Up ACH Payoff Permissions

After the dealer system administrator enables the menus for all ACH Payoff

users, the dealer principal or delegate sets up permissions for dealership staff that manage the ACH payoff responsibility. To set the permissions:

1. On the iN Main Menu, click F&I / HFS.

2. On the Left Menu, click ACH Payoff and then click Manage ACH

Payoff Responsibility.

3. Identify the number of persons required to authorize payoffs.

4. Authorize users to manage dealer bank accounts and authorize

payoffs. Indicate employees who prepare payoffs for approval by

not checking any of the boxes (i.e., the third employee in photo at

right). Delegate authority for setting up the ACH payoff

responsibility using the optional Delegation column.

5. Click Save.

2. Set Up Default Title Release Address

The Preparer or any other user creates the default title release address used to mail titles for all future payoffs. To set the address:

1. On the iN Main Menu, click F&I / HFS.

2. On the Left Menu, click ACH Payoff and then click ACH Payoff on

the sub--menu.

3. Click the Manage Dealer Profile menu and select Title Release

Address.

4. Input the address information or click Get Dealer Address to

automatically populate the fields, and then click Save.

? 2015, Honda Financial ServicesSM is a DBA of American Honda Finance Corporation and both are service marks of Honda Motor Co., Ltd.

3. Set Up Bank Account

The Bank Account Manager or an Approver sets up the bank accounts to use with ACH payoff. Check with your bank to be sure that your bank

account can receive debits; otherwise, your payoffs may be rejected. Then, to set up the accounts:

1. On the iN Main Menu, click F&I / HFS.

2. On the Left Menu, click ACH Payoff and then click ACH Payoff

on the sub--menu.

3. Click the Manage Dealer Profile menu and select Bank

Accounts.

4. On the Manage Bank Accounts screen, click the Add Bank

Account button.

5. On the Add New Bank Account for Payoffs screen, enter the

bank account information, authorize Honda Finance to debit the

account, and click the Add Bank Account button to begin the

verification process that confirms that the correct account will

be debited.

6. In 1--2 days, check your bank account for a credit transaction

from HFE Inc ACH Payoff.

7. When the credit posts, enter the amount of the transaction on

the Verify Bank Account screen, and then click Verify to enable

the account.

4. Set Up Email Alerts (Optional)

The Approver sets up the alerts to make sure payoffs are approved in a timely manner. When enabled, all check signers receive an email

notification associated with the user's iN profile when payoffs are waiting

for approval. To set up the alerts:

1. On the iN Main Menu, click F&I / HFS.

2. On the Left Menu, click ACH Payoff and then click ACH Payoff on

the sub--menu.

3. Click the Manage Dealer Profile menu and select Set Email Alerts.

4. Set the alert preferences, and then click Save.

? 2015, Honda Financial ServicesSM is a DBA of American Honda Finance Corporation and both are service marks of Honda Motor Co., Ltd.

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