Setting Up Auto Payment Post

Owned by Amber Jones (Unlicensed)
Last updated: Sept 18, 2020
1 min read

  1. Go to the Setup Module

  2. Select the Office tab

  3. Select the Settings tab for the office being set up

  4. Move down to the Auto Payment Format field

  5. Choose the Standard format

This step is what allows the import format to be used in conjunction with the Auto Payment functionality

6. Click Save

 

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