Adviser Initiated Payments (AIP) don’t need to be approved immediately. You’ll only be able to approve a payment once the authoriser/s verbally provide you with the six-digit secure code.
Follow the instruction for an AIP and then:
- Once you’ve entered the details of the payment, and selected Next, you’ll need to select the authoriser/s to send the SMS secure code to. Under ‘Authorisation method’ you’ll see the method your client must use to authorise the payment. You can’t change the authorisation method used by your client.
- Select Save payment. The payment will be saved, and you’ll be provided with a payment ID. The authoriser(s) selected will not receive a SMS secure code. You can view saved payments in Manage payments.
If the code has expired, you can select Resend code to send a new code to the client.
Once the payment has been successfully approved the status of the payment will be updated to Complete.
Sending the authorisation for a saved payment at a later time
For saved payments, you can send the authorisation to your client at the appropriate time:
- Log in to Adviser Online
- Click Payments, and then Manage payments
- Enter the payment ID into Payment search or select the payment from the list
- Click anywhere on the payment row to expand the row
- In the authorisation tile(s) presented, select Send authorisation. Your client will receive an SMS secure code. For dual authorisation, you must select Send authorisation in each tile.
The SMS secure code sent to your client is valid until midnight of the following business day. If the code does expire you can easily generate a new one.