How to automate a submission - Indirect and CSM

If you are an Indirect or CSM customer you have the ability to automate the submission.

This can be used alongside the function to automatically approve payments which applies to any customer using PTX.

Auto Submit / Commit Indirect

1. Login to PTX with an account who is an administrator.
2. Navigate to the Settings menu.
3. Click Payment Profiles.
4. Click View next to the payment profile you wish to auto submit.
5. On the right hand side you have the option to tick Automatically commit payments.
6. Click Save Changes.
7. The next time a batch is approved, PTX will commit the file automatically and submit to Bacs during the next available PTX submission.

Auto Submit CSM

1. Login to PTX with an account who is an administrator.
2. Navigate to the Settings menu.
3. Click Payment Profiles.
4. Click View next to the payment profile you wish to auto submit.
5. Your Submission Signing Method must be set to HSM.
6. An HSM Certificate must be selected.
7. If both points 5 and 6 are set, you will see the option to tick Automatically send payments.
8. Click Save Changes.
9. The next time a batch is approved, PTX will use the HSM certificate to automatically submit to Bacs.