Automate Direct Debit collections within iMIS or Salesforce without manual processes or compliance risks.
The SmarterPay integration connects your iMIS or Salesforce system to a secure, fully automated payment platform.
Automate Direct Debit collections, mandate management, and recurring credit card payments. Your team can spend less time managing payments and more time supporting members.
Do these challenges sound familiar?
Manual Direct Debit processing is slowing your team down
Setting up mandates, chasing failed payments, reconciling collections, and updating records manually is slow, repetitive work. Every step that relies on a person is a step that can be missed, delayed, or duplicated!
Collecting bank details without a secure system is a compliance risk
If your team is still collecting bank details over the phone, via email or on paper forms, you’re carrying compliance and security risk. Handling financial information outside a secure, audited system is a vulnerability.
Complicated payment sign-up is a barrier to membership growth
Long-winded payment processes and paper-based Direct Debit forms create unnecessary friction at the exact moment a prospective member is ready to commit. Every extra step is an opportunity for them to walk away before they’ve joined!
Automate your Direct Debits and payments and take back time for what matters
Why choose the SmarterPay integration?
Automate the full Direct Debit lifecycle
Every stage of the collection process is managed automatically within your iMIS or Salesforce system. Your team stops chasing and starts trusting the process to run itself; with full visibility of every transaction, all in one place.
Keep sensitive financial data secure
Bank account details are never stored in your AMS or CRM. All payment data is handled within SmarterPay’s secure, audited platform, removing your exposure to compliance risk and giving members confidence that their information is properly protected.
Remove the barriers to joining
Digital mandate setup means members can authorise a Direct Debit online in minutes, without printing, signing or posting anything. A faster, simpler process means fewer drop-offs at the point of joining and a better first impression of your organisation.
Direct Debits for Membership organisations, Associations and Unions
The SmarterPay integration automates your entire Direct Debit process directly within iMIS or Salesforce.
- Set up mandates
- Manage recurring collections
- Sync payment and mandate updates
- Track every transaction
Whether you’re collecting annual membership fees, monthly subscriptions or payment plan instalments, collections run automatically, and failed payments are identified.
FAQs
If you can’t see an answer to your question, please get in touch.
The SmarterPay integration is built to connect SmarterPay with iMIS or Salesforce.
The SmarterPay integration has been built for membership organisations, associations and unions using iMIS or Salesforce as their CRM.
Yes. The SmarterPay integration is available for both iMIS and Salesforce, and is designed to work within your existing system without requiring significant changes to your current setup.
No. Sensitive bank account details are never stored in iMIS or Salesforce. All financial data is handled within SmarterPay’s secure, audited platform, which significantly reduces your compliance exposure.
Failed payments are easily identified. The system flags the failure, allows you to manage resubmissions where applicable, and updates your records accordingly.
Yes. Members can be sent a secure payment link to set up their mandate online, without needing to complete a paper form or call your office. The process is fast, simple, and fully audited.
Yes. The integration supports ongoing recurring collections, typically used for membership subscriptions.
The initial setup is handled by the Zentso implementation team. Once live, the integration runs automatically and your team can manage collections, view transaction history and handle exceptions without needing technical support.
A BACS mandate is the authorisation a member gives your organisation to collect payments from their bank account. You need one in place before any Direct Debit collection can be made. The SmarterPay integration handles mandate creation, storage and management as part of the standard setup.