User Tools

Site Tools


autopay

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
autopay [2025/06/18 18:28] tina.roblesautopay [2026/04/27 20:07] (current) tina.robles
Line 124: Line 124:
  
    
 +
 +**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}}
 +
 +
 **------------------------------------------------------------------------------------------------------------------- **-------------------------------------------------------------------------------------------------------------------
 ** **
autopay.1750271288.txt.gz · Last modified: 2025/06/18 18:28 by tina.robles