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Customers with Same Bank Accounts & Recurring Bill Plans

Accepted answer
edited Jul 14, 2020 9:34PM in Receivables & Collections 2 comments


Adding Customers with same bank account questions



We are beginning to use the ACH automatic receipts for our recurring plans and have been setting up applicable customers' payment method, banking information and debit authorization and the debit authorizations in the recurring bill plans.  We have finally figured out how to add the bank account of one customer to another and that each customer should be their own primary.  Is that also the solution to there not being a drop down in the recurring bill plan's payment tab for receipt method?   Is there any other pitfalls we need to watch for?

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