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--- autopay [2025/03/28 18:33] – tina.robles
+++ autopay [2026/04/27 20:07] (current) – tina.robles
@@ Line 117: / Line 117: @@
 {{:pasted:20250321-180405.png}}
-Please get with your Account Manager if you would like to turn this feature on.
+Please contact the Account Manager if you would like to start using this feature.
-  * A trigger on the template within the UI will be added in the next push
-You can find full procedures how to use AutoPay within the Help section of TPM
+This feature can be turned on by editing the template and checking the box under REBATE VALUE TYPES AVAILABLE that says AUTOPAY HOLD UNPAID SALE INVOICES.
+{{:pasted:20250618-182639.png}}
+**Auto Pay Tab**
+An autopay tab has been added to client settings which allows the user to update the payee per autopay customer.
+To update the payee company double click on the line you want to update.  A prepopulated grid displays, find and select the new payee and click the ok button.
+Non editable fields
+●Extended Price Broker Commission - checked if the client is using that field in Sales
+●Broker was moved from another tab - it is how the Broker is updated in the system for Sales
+●Buying Group was moved from another tab - it is how the Buying Group is updated in the system for Sales
+●Parent Group Admin - it is how the Parent Group is updated in the system
+{{:pasted:20260427-200457.png}}
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