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AutoPay Instruction Cancellation

Difficulty

Intermediate

EMS Compatible

(tick)

iMIS 2017 Compatible

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Usage Notes

Length of Video

n/a

iImport

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iUpdate

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Actions

Insert


Overview

This page reviews the process of creating an AutoPay Instruction Cancellation

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Mappings

Required Fields

  • iMIS ID - ID of the record in iMIS you want to cancel the AutoPay instruction for

Optional Fields

  • Instruction ID - If an AutoPay Instruction Id is not (set) given then iDMS will need to find one for the given iMIS ID contact record.

  • Cancellation Date - Date that the AutoPay Instruction was cancelled

  • Cancellation Reason - Add notes as to why the AutoPay Instruction was cancelled



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