Determining if a Payment was Autopaid
Customers you set up for Auto Charge can also manually pay invoices. To see if a payment was automatically initiated or manually initiated by your customer:
- Select Payments In in the navigation menu
- Select the Payment Amount
- The Reference Number will say Key CashFlow ePayment
- Hover over Details, select Audit Trail
Things to know
The Create line item will show System in the WHO column.