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| − | {{DISPLAYTITLE: Automated Payment Status}}
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| − | = Overview =
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| − | Allows you to bulk update the automated payment status for customers (''Requires subscription to EPS module. If interested, please email [[mailto:sales@emersion.com sales@emersion.com]]'').
| + | =This Content Has Moved House= |
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| − | A customer's Automated Payment Status is used to decide if our system will act on your customer's account with regard to the automatic taking of a payment. Whilst there are some additional rules that decide if a payment can be taken (eg. Minimum Payment Amount, Automated Payment Terms. See [[PaymentInfo/AutomatedPayment]]), the most important criteria is an Enabled payment method.
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | To access this screen:
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
| − | Nav: '''Finance > Accounts Receivable > Automated Payment Status'''
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| | + | [https://resources.emersion.com/display/EKB/Auomated+Payment+Status Take me to the Emersion Knowledge Base article] |
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| − | === Modify the status of a customer payment method in bulk ===
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| − | Firstly, filter on the customer's whose automated payment status you wish to modify:
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| − | * Select 1 or more filters from the drop-down lists
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| − | * Click the Search button on the right
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| − | * Using the check boxes on the right, select the customers you wish to act on (Use the upper most checkbox to select all on the current page)
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| − | * Select the status you wish to change the customer's automated payment status to;
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| − | ** Current options are (Enabled, Disabled, Suspended).
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| − | ** Disabled & Suspended are effectively the same thing and prevent an automated payment from being taken
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| − | * Click the Apply button to make the change
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| − | [[File:Automated payment status 001.png]] | |
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| − | == See Also ==
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| − | * [[PaymentInfo/AutomatedPayment|PaymentInfo/AutomatedPayment]]
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Latest revision as of 12:36, 22 April 2020
This Content Has Moved House
This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
Take me to the Emersion Knowledge Base article
