Set Up Recurring Franchise Fees | Walla Support Center

Set Up Recurring Franchise Fees

How to set up recurring fees to transfer via ACH from Franchisee to Corporate

Before you begin you must have already added the Franchisee to your Walla site.

Step 1: Set up bank account for ACH transfer

Note: This step will need to be completed by the person who has authority to authorize the bank account being added

1. Navigate to Business Settings

2. Select Franchisees & Settings

3. Select Franchisee Info

4. Select Franchisee you'd like to set up

5. Select Banking & Payments tab

6. Scroll down the the Bank for Fees section and select Add ACH Account Holder

7. Complete the Email Address field

8. Complete the Confirm Email Address field

9. Complete the First Name field

10. Complete the Phone Number field

11. Complete the Address field

12. Save

13. Choose Authorize for ACH

14. Select Agree and continue

15. Select a bank from the list and connect

16. Select account

17. Choose Connect account

18. Select Not now or provide your mobile phone number

19. Choose Done

Navigate to Business Settings

Select Franchisees & Settings

Select Franchisee Info

Select Franchisee you'd like to set up

Select Banking & Payments tab

Scroll down the the Bank for Fees section and select Add ACH Account Holder

Complete the Email Address field

Complete the Confirm Email Address field

Complete the First Name field

Complete the Phone Number field

Complete the Address field

Save

Choose Authorize for ACH

Select Agree and continue

Select a bank from the list and connect

Select account

Choose Connect account

Select Not now or provide your mobile phone number

Choose Done

Step 2: Set up Franchise Fees

1. Navigate to Business Settings

2. Select Franchisees & Settings

3. Select Franchise Fee Settings

4. Select Add Franchise Fee

5. Complete Fee Name, Type, and Default Amount

Navigate to Business Settings

Select Franchisees & Settings

Select Franchise Fee Settings

Select Add Franchise Fee

Complete Fee Name, Type, and Default Amount

Step 3: Select Run Date

1. Navigate to Business Settings

2. Select Franchisees & Settings

3. Select Run Date

4. Select Edit and fill in the day of the month you'd like to auto-run franchise fees (for fees due from the previous month)

Navigate to Business Settings

Select Franchisees & Settings

Select Run Date

Select Edit and fill in the day of the month you'd like to auto-run franchise fees (for fees due from the previous month)

Note: The run date will run the report, you must complete step 4 to process the transfer of funds

Step 4: Process the Franchise Fees (once the fees have been run based on your Run Date settings)

1. Navigate to the Report Center

2. Select Corporate tab

3. Select Fee Summary

4. Select Period you wish to process

5. Select Location and review or edit any fields you need to

6. Select Save & Process to initiate the transfer

Navigate to the Report Center

Select Corporate tab

Select Fee Summary

Select Period you wish to process

Select Location and review or edit any fields you need to

Select Save & Process to initiate the transfer