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Autobill

Adding a customer to AutoPay

On the Bank and Credit Card Menu click on You can also go through Customer Inquiry and click on the...

Changing the auto bill date once you have already set it.

You can adjust the date by going into the screen where you saved the credit card, Enter Individual Charge tab....

Deleting a credit card from an account

On the Bank and Credit Card Menu click on Enter Individual CC Charge or Go through Customer Inquiry and pull...

Deselecting Customers in AutoPay

Accounts can be deselected if necessary (if they are not to be charged) by double-clicking on the name line.

How to lower the charging threshold on Autobill accounts

You can adjust the balance by going to the autobill screen and clicking on the Minimum Account Balance Field.

How to Run AutoPay/AutoBill

Open Bank & Credit Card Menu, then click on Create Auto Payments. In the grid select those you want to...