Why didn't Auto Processing run for a customer that had all 3 conditions met for Auto Processing?

Modified on Wed, 19 Jun at 1:40 PM

If your Auto Processing did not run for customers that had all three conditions met(the due date of the invoice has been met, Auto Processing is enabled for the customer, the customer has an enabled Payment Profile) and you do not see an entry in the  transaction reports, it may be caused by one or more of the following:

1. Auto Processing is disabled at the company level. Go to "Settings>Company Settings" and scroll to the section titled Auto Processing and scroll to see if Auto Processing is enabled.


2. There are "Payment Terms" disabled in your Company Settings. Click "Settings>Company Settings" and scroll to the section titled Payment Terms. Enable or disable the payment terms you are using and click "Save Invoice Skip Settings".





3. You have "Memo Field Skip" enabled. Click "Settings>Company Settings" and scroll to the section titled "Invoice Skip Settings- Memo Field Skip" and disable "Memo Field Skip". Click "Save Invoice Skip Settings".

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