This explains how to cancel automatic payments for a customer so that their card or bank account no longer gets charged.
Steps to Follow
- Open a customer who no longer wishes to have their card or account automatically charged.
- Go to the E.F.T.A. tab of their account.
- Select the payment method at bottom the customer uses for autopay. (If there is more than one payment method the one used for automatic payment will display AUTO next to ACH or CC.)
- Uncheck the Use for AutoPay box.
- If you wish to remove the payment method, click Delete. If you don't delete the card/bank account then it will remain on file so the customer can contact you to make a payment.
When You're Done
The customer will no longer be charged when you send an autopay batch.