Differences

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--- autopay [2025/06/18 18:28] – tina.robles
+++ autopay [2026/05/12 15:45] (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}}
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 **Step 4**
-Reach out to the Account Manager to set up the off invoice process.
+Enable this function via Admin > Client Settings on the Claim tab by checking "Off Invoice Claim Creation" and selecting the "Off Invoice Start Date."
 **Step 5**

Telus TPM Documentation