How do I set up or cancel auto-payment as an owner or team member?

Hemlane allows users to set up automatic payments for any recurring request. Hemlane provides flexibility to schedule for the due date or a prior date.

Here is how to set up automatic payments:

Step 1: Select the Financials tab on the left hand panel

Step 2: Click into 'Recurring' along the top

Step 3: Click [Set up] next to the recurring request that you want to schedule auto-payment for

Step 4: Select [Schedule] under the request details

Step 5: Confirm the details and click [Confirm]

Please note: any upcoming payment (within the next 15 days) will not be set up for recurring and you will need to pay it individually via the "Transactions" tab. 

How to cancel an automatic payment:

Step 1: Select the Financials tab on the left hand panel

Step 2: Click into 'Recurring' along the top

Step 3: Click [View] on the recurring request that you want to edit

Step 4: Click [Cancel] under the Automatic Payment section 

Step 5: Click [Cancel Recurring Payment] to finalize your auto-payment cancellation

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