Edit remittance information
In this tab, you can view and edit the account remittance information (if it is required by the payment methods associated with this account).
Before you start
If this tab is not displayed, go to the Payment methods (CA204000) window, and make sure the Require remittance information for cash account check box is selected.
- Go to the Cash accounts (CA202000) window.
- Go to the Payment methods tab, and select a payment method.
- Go to the Remittance settings tab, and edit (if necessary) the details in the Remittance details table.
- Click
.
Related pages
Tasks
- Create a cash account
- Specify a charge rate for a clearing account
- Set default actions for incoming AutoPay payments and bank statements
- Configure import settings for statements and incoming payments
- Select and edit an entry type
- Manually import bank transactions
- View webhook notification for cash accounts