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.

 

Grant a user access and roles to a Visma.net service

Optional: Secure the pay

ment 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