UPDATES on 10/3/2014 make it so this announcement below only applies to those with the legacy CQI integration. Those with integrated billing should refer to these new instructions on ACH options.
|
Members->Account tab is where you can set a member for automatic bank draft by clicking edit ACH Information for this member.
|
|
|
Turning this selection on places the designated fee items in an ACH invoice batch that will create an invoice and an automatic in-full payment, according to selections in Setup->Billing Options and Settings under the ACH Options and Settings area.
|
|
|
(Featured added 6/2012) After selecting Bill this member using ACH, each fee may be set to use ACH or not by clicking the fee item Name. Select Use ACH - yes or no. To create the ACH transactions for this member, select Billing->Invoices tab and choose Monthly ACH from the Batch Type drop down list.
|