How to Change the Payment Account Manually (Selecting a "Debit From" Account)
By default, accounts that sync into BillFin from one of our connectors/partners will pay for their own fees. If I had 2 accounts and wanted both fees to be debited from "account 1", I would use the steps below to change payment account number for "account 2" and select "account 1" as the payment account number.
To Change Payment Account Manually in BillFin:
- Go to the Clients page
- Click on View Client Details in the pencil menu for the client
A slide out window will appear
- Click on the pencil next to the account you want to modify in the Accounts section
A new slide out will appear to edit the account details
- Scroll to the bottom and modify the selection in the Payment Information section
*The same client's other accounts will appear as options in the dropdown box but "Other" which can also be used to setup debiting a fee from an account not on that client's invoice.
- Save
- Save for the Current Period