ConnectBooster: Duplicate Payments

 

How to Make a Duplicate Payment Using Autopay

Step 1: View Open Invoices

  • Log in to your account.

  • From the dashboard, review all open invoices, which are displayed automatically.

Step 2: Navigate to Autopay

  • Open the main menu.

  • Click on Autopay.

Step 3: Set Up Autopay

  • Link a payment method.

  • Choose when the autopay should run.

  • Select the autopay type.

  • Define the criteria for which invoices should be paid.

  • Enter the amount to be paid.

Step 4: Save and Start the Process

  • Click Save to start the autopay process.

  • The system will begin processing the payment.

Step 5: Monitor Payment Status

  • While processing, invoices will appear as Failed in the Transaction History and Invoice History.

  • This status will remain until the process is complete.

Step 6: Confirm the Duplicate Payment

  • Return to Open Invoices.

  • Check to confirm that the duplicate payment was successfully applied.

 

Video Transcript:

In this video, we'll show you how to make a duplicate payment. All open invoices will be visible on your dashboard. To set up autopay, click autopay from the menu. There you can link a payment method, select when to run the autopay, select the autopay type, criteria, and the amount to be paid. Click save and the process will start. Invoices will appear in transaction and invoice history as failed until the process is complete. Check back to open invoices to see if it worked.

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