Creating a Saved Payment & Setup a Payment Amount and Schedule

Creating a Saved Payment & Setup a Payment Amount and Schedule

Creating a Saved Payment & Setup a Payment Amount and Schedule

1. Click "Accounting"

2. Click "Electronic Payments"

3. Click "Create Saved Pmts"

4. Search Account Name & Select

5. Verify Address, Email & Phone Number on File Matches Billing Address for Method of Payment

6. Select ACH to Create for a Bank Account

7. Enter Bank Account Information

8. Select Credit Card to Create for a Credit / Debit Card

9. Enter Card Information

10. Enter the Next Due Date
(This is the Date the Payments will begin and the Date that will determine the when the Payments process going forward)

11. Enter Number of Payments to Process
(Ex. If setting up for 10 monthly payments, enter "10")

12. Select Frequency
(Ex. Monthly, Semesterly, etc)

13. To Enter a Specific Amount, Select Set Amount

14. Enter Amount to Process

15. To Process the Full Current Balance on the Account, Select Bal Due

16. Click "Save"

17. 6000.4.6


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