Create Payment Request Schedule

Step 2 of 4

Select Accounts

Purpose of Step

The purpose of this second step is to select the account from the list retrieved in Step 1 on which you wish to create a payment request schedule.

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Actions for this Step

1.    Select the account that you wish to create by clicking the Select radio button that corresponds to the account you wish to create.

·       A payment request schedule can be created for only one account at a time.

·       There are an unlimited number of payment request schedules that can be created for a single account.

·       Accounts unavailable for payment include those with status of Closed, Suspended, Temporarily Suspended, or Marked for Deletion.

·       A payment request schedule can not be a 1031 account.

2.    Click Continue.

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