How to enable Pre-Authorized Debit for Customers

Created on 21 November 2022 | Last modified on 21 November 2022

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Summary

How to enable Pre-Authorized Debit for Customers.

Resolution

Open Customer Records.
Select Pre-Authorized Debit tab.
Select This customer has a signed active pre-authorized debit agreement with my company box.
Enter the banking information.
Select Save and Close.
Repeat this process for all other customers that will be using direct deposit.