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KARINA's avatar
KARINA
Cover User
2 years ago

online payments

Hi I am signed up for online payment.  Once I receive my payment it automatically closes my invoice.  My question is, the money shows in my undeposited funds and I would like to change that to a different account.  How can I do that.

  • Hi, Karina thank you for reaching out. I'll be happy to assist you!

     

    Kindly follow these steps to fix the issue:

    1. Go to banking. Hit Prepare bank deposit

    2. After that, select the correct bank account

    3. Select the transaction that you want to make changes

    4. Hit record

     

    Please let me know how this goes for you.

     

    Regards,

    Hannah

  • Hi, Karina thank you for reaching out. I'll be happy to assist you!

     

    Kindly follow these steps to fix the issue:

    1. Go to banking. Hit Prepare bank deposit

    2. After that, select the correct bank account

    3. Select the transaction that you want to make changes

    4. Hit record

     

    Please let me know how this goes for you.

     

    Regards,

    Hannah