What are Auto-Debit Groups™?
The Cash Practice® Auto Debit Groups™ is a powerful new feature that allows you to categorize your payments into groups. For example, it allows you to track your Chiropractic Services, Massage Services, Products, Gym Memberships, etc. They are really easy to create too!
Getting started:
Step 1: From the Dashboard, select the [Search Payments] button on the right.
Step 2: Change the [Storage] field to "All" → in the [Auto-Debit Groups] drop-down menu, choose the Auto-Debit Group you would like to pull up the payment history for → click [Search].
For more information, please review the related articles below ↓