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View Periodic Direct Debit

To view a periodic direct debit, follow the steps below. 

STEP ACTION
1 Go to the Receivables > Periodic Direct Debits screen
2 Locate the periodic direct debit you want to view. There are several ways to find a template: 
  • Use the View menu if you are looking for a periodic direct debit in a particular status. Choose from Pending Approval, Active or Requires Action.
  • Use Filter on the Control Bar. Enter criteria into one or more text boxes that are under each column heading to display matching records.
  • Sort columns by clicking on the column heading. The column will reorder in ascending order. Click again to order in descending order.
3 Use one of the following methods to view the View Periodic Direct Debit screen:
  • Method 1: Click on the periodic direct debit in the list
  • Method 2: Right-click on the periodic direct debit and click View on the Context Menu
  • Method 3: Select the periodic direct debit and click Actions > View on the Control Bar