How do I change all of my members from Paper Draft to EFT?
In order to change all of your members from paper draft to EFT is a very simple process. To accomplish this, perform the following steps:
- From the More Options Menu, select Business Defaults.
- Select the Banking tab.
- Click Edit.
- Click Recurring Payment Default.
- Click Next.
- Select all the members for EFT/ACH and click Next.
- Click Yes and be sure to save your changes.
This will cause all future, recurring payments to populate as EFTs instead of paper drafts.
