Skip to main content

How to activate the Payment Services

Maxime avatar
Written by Maxime
Updated over 2 weeks ago

Activate Unifiedpost Payments services to save time by paying multiple invoices in a single transaction and collect receivables from your customers.

You can activate the Payment Services from different places:

  1. From the Accounts Receivable menu

  2. When selecting an invoice and then clicking on the greyed-out 'pay' button

  3. From the Bank Accounts menu

1_-_Activating_the_payment_services.gif

Choose a subscription and add a payment method

  1. Go to the Bank Accounts menu.

    Image_1232.png


  2. Click on Activate.

    Image_958.png


  3. Choose a subscription that fits your needs.

  4. Add a payment method and authorize it.

2_-_Choose_subscription_and_add_payment_method.gif
Did this answer your question?