How can I record a Pre-Authorized Debit (PAD) transaction?
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Note: You must have a service plan with EFT for PAD.
In the customer record, go to the Pre-Authorized Debit tab, and click "This customer has a signed active preauthorized-debit agreement". Fill in the customer's banking information and click Save and Close.
When creating a sales invoice, select Pre- Authorized Debit (PAD) from Payment Method: