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Once the setup below is completed, users can discover how to migrate existing customers to ezidebit and setup new ones from the links below.
Transferring Existing Customers to Ezidebit
Setting up a new direct debit Customer
Setting up payment portal links in client documents
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To process bank charges, the ‘Payment Process Charge’ linked account must be assigned to a general ledger subcode. Users can use an existing account, or setup a new one. The tax on this account will determine the tax code that’s used for ezidebit fees.
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