Determining if a Payment was Autopaid
Customers you set up for Auto Charge can also manually pay invoices. To see if a payment was automatically initiated or manually initiated by your customer:
- Select Payments In in the navigation menu
- Select the Payment Amount
- The Reference Number will say Cashflow360 ePayment
- Hover over Details, select Audit Trail
- The Create line item will show System in the WHO column if the payment was automatically initiated.
- The Create line item will show the customers name in the WHO column if the payment was manually initiated.
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