Toggle Auto Post of Payments via the Client Portal
23.01.2019
Client Portal, Payments, Stripe, Support Posts
You can toggle whether BreezyNotes automatically posts a payment made through the client portal or if it posts it as an Unapplied Balance. In BreezyNotes, Go to Administration > Globals and click the "Stripe" tab. If you'd like to have BreezyNotes Automatically apply payments, check the "Auto...