Where can I find my client's autopay schedule?

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ANSWER

A client's autopay schedule can be accessed from two different pages: the client's profile screen or the client's account details screen. 

To view a client's autopay schedule from the Account Details screen:

  1. Look up the client, and click on his or her name.
  2. Click on Account Details in the toolbar at the top of the screen.
  3. Click on Autopay Schedule

To view a client's autopay schedule from the Profile screen:

  1. Look up the client, and click on his or her name.
  2. Click on Profile in the toolbar at the top of the screen.
  3. Click Billing Information in the bottom left corner of the screen.
  4. Click on Autopay Schedule.

ADDITIONAL RESOURCES

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