How to enable Pre-Authorized Debit for Customers
Description
Cause
Resolution
  1. Open Customer Records.              
  2. Select Pre-Authorized Debit tab.
  3. Select This customer has a signed active pre-authorized debit agreement with my company box.
  4. Enter the banking information.
  5. Select Save and Close.
  6. Repeat this process for all other customers that will be using direct deposit.


Steps to duplicate
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