If a different payment method was originally selected on the Add Invoice page, the payment method can be changed on the Pay Invoice page.

 

Steps to Pay an Invoice via Autodebit

1. Go to:
 Accounting > AP > Pay Invoice

2. Locate the Invoice:
 Use the available filters to search by association, vendor, invoice number, or any other relevant details to locate the invoice that needs to be paid.

3. Review Payment Settings:

  • Bank Account: Confirm the correct bank account from which the invoice will be paid.
  • Payment Method: Make sure Autodebit is selected.
  • Check Date: Review the payment date. For Autodebit payments, this date is populated automatically based on the Due Date of the invoice, but it can be updated if needed.

4. Select and Process the Payment:

  • Check the box next to the invoice(s) you want to pay.
  • Click Process Payment from the Actions tab to complete the transaction.