How to enable Pre-Authorized Debit for Customers

Summary

How to enable Pre-Authorized Debit for Customers.

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.


Solution Properties

Solution ID
224924450060233
Last Modified Date
Mon Nov 21 17:54:25 UTC 2022
Attributes
Product Details
Integrated Product: Blueprints
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