Online Payment Required or Scheduled for Automatic Withdrawal

  • To add a payment that is an Online payment required or scheduled for automatic withdrawal, you must go under the "Vouchers" tab.
  • Go to the Vouchers tab and the green plus sign on the left side of the screen by Vouchers.


  • This will a pull up a new window with the following panes to be filled in:
    • Authority
    • Payment Type
    • Due Date
    • Voucher Amount
    • Form Name ( This is what the Client will see)
    • Select drop-down menu
  • Please Note: When you select Online Payment Require that it will automatically link the corresponding site based on the Authority selected. 
  • After filling in the information select "Save Changes"
  • After hitting "Save Changes" the Voucher will now show under Pages on the left-hand side with Form Name that was entered. 
  • There will also be an image generated showing that the Voucher was created. 
  • This is also the same image that will be shown for the Voucher on the Clients end. 



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