Minimum Version Required: 23.01
Pre-Conditions
To send through EFT automatically the invoice should be verified
To send through EFT automatically the invoice should not have been sent before
To send through EFT automatically the Invoice should have an open balance (the invoice balance will be sent so keep in mind to not partially apply)
To do this, we'll need to correct a previous invoice and then clean up the payment application
Steps
How do EFT Refunds
Go to an invoice to reverse or correct
Select Reverse or Correct Invoices
Select the reason for why these invoices need to be reversed or corrected
Select the route for the invoices to go on
Review the invoices and select to reverse or correct the invoices
For Corrections: The invoice is now editable using the Edit button at the top of the Invoice view. Make changes as needed and click Save Changes when complete
Confirm that the Debit Invoice has an Open Balance.
Click the Load Sheet link.
Click the Balance link to Balance the Load Sheet so that the Invoices with an open balance are sent through EFT.