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

Rachel with Hemlane
  • Updated

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 "View" to the right of the recurring request that you want to schedule auto-payment for

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Step 4: Select [Actions] > "Schedule Now"

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Step 5: Confirm the details and click [Schedule]

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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" to the right of the recurring request that you want to edit

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

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Step 5: Click [Confirm] to finalize your auto-payment cancellation

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