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:

  1. Select Payments In in the navigation menu
  2. Select the Payment Amount
    • The Reference Number will say Cashflow360 ePayment
  3. Hover over Details, select Audit Trail

Things to know

The Create line item will show System in the WHO column.