@AlverMarkT - Thank you for your detailed response. I think I figured out the issue and trying to understand the best way forward. Maybe you can help direct me....
@RainflurryThank you very much for your help.Then I should not follow the other solution suggested (above) of creating a credit card? Then this will reflect as ...
Hi@JuliaMikkaelaQ,Thank you for your assistance on this. I understand the For Review tab will capture all transactions from the bank account. How do I know for ...
Hi@ReymondO,Thank you very much! That worked perfectly.One follow-up question: when I click on Bank Transactions under "For Review" it still shows me a record f...
HI@Erika_KThanks for your assistance. I edited the sample customer and retried this; for some reason, it worked this time and the payment receipt email was rece...