AutoPay Instruction Cancellation Guide
This page reviews the process of creating an AutoPay Instruction Cancellation.
|
Complexity |
Intermediate |
|---|---|
|
EMS Compatible |
Yes |
|
iMIS 2017 Compatible |
No |
|
Actions |
Insert |
Mappings
Review the following required and optional mappings.
Required
- iMIS ID - ID of the record in iMIS you want to cancel the AutoPay instruction for.
Optional
- RECOMMENDED Cancellation Date - Date that the AutoPay Instruction was cancelled.
- RECOMMENDED Cancellation Reason - Add notes as to why the AutoPay Instruction was cancelled.
- RECOMMENDED 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.