Adding Automated Payment Information
If you want to send automated invoices to and receive online payments from your customers through PayPal, you’ll need to set up the email address to send their invoices. Integration to PayPal must be set up in Controller to use this feature.
To set up your customers for automated payments:
1 In Accounts Receivable, click Customer Accounts > Add / Change Accounts from the left navigation pane. The AR Customers window will open.
2 Find the customer you want set up for automated invoices and click the Edit button. The Automated Payment Collection button will become enabled.
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3 Click the Automated Payment Collection button to open the Customer Automated Payment Collection window.
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4 Select the Enable PayPal check box and enter the email address where you want PayPal to send invoices to this customer.
You must select the check box and enter an email address or invoices will not be sent through PayPal.
5 Click OK to save the information for this customer.
Repeat these steps for all customers who will receive automated invoices.
Published date: 12/31/2020