Get started with AutoPay
If you have an AutoPay Administrator role, you can follow the instructions below to get your company started with AutoPay in Visma Net.
- Grant a user access and roles to a Visma Net service
Optional: Secure the pay (opens in a new tab)
- Create bank agreement (opens in a new tab)
- Decide which payment process to use: Use the Basic payment processing for AutoPay or Use Advanced payment processing for AutoPay
- Optional: Add an account to the chart of accounts
- Configure import settings for statements and incoming payments
- Set payment methods for AutoPay