How To: Generate Standing Orders

Standing Orders are created on a per customer basis and once setup, see How To: Create Standing Orders, they must be generated as follows:

  1. Open a Customer screen (show me how).
  2. Press F9 or clicking the down arrow immediately to the right of the  to open the 'Other Actions' menu.
  3. Click on Create Standing Orders. The system will create the required standing orders.
    Note: this process can be automated so the first time an Admin user logs in the system will create the standing orders, please email Support if you require this option.

See Also

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