Automatic Payments Tab

Automatic payments from credit cards and bank accounts can be set up or removed from recurring payments on this tab. Payment dates can also be set.

• For clients who require an ACH Authorization Form, only bank accounts with uploaded forms will be visible.

If the SPEC_CheckCustomFieldsToAllowACHsForCustomers application setting is enabled, bank accounts will only be visible on this tab of the Customer Portal if ACH on the Custom Fields tab is Yes

The blue links navigate the user directly to screens where credit card and bank account information can be managed:

Manage Credit Card Information - navigates the user to the Credit Cards tab

Manage Banking Information - navigates the user to the Bank Accounts tab