Get started with AutoPay

If you have an AutoPay Administrator role, you can follow the instructions below to get your company started with AutoPay in Visma.net ERP.

	Users and user access
	Grant a user access and roles to a Visma.net service
	Optional: Secure the payment process
	Create bank agreement
	Decide which payment process to use: Use the Basic payment processing for AutoPay or Use Advanced payment processing for AutoPay
	Optional: Add an account to the chart of accounts
	Configure import settings for statements and incoming payments
	Set payment methods for AutoPay