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How to View Customer Pre-Authorized Debit Agreements

If you're accepting bank payments from customers, you can view the Pre-Authorized Debit Agreements for their payments under the Customers section of you Helcim account.

To view the agreements, begin by logging into your Helcim account and selecting the Customers tool. Next, from the Customer List select the customer that you want to view the agreements for.
After selecting the customer, click on Pre-Authorized Debit Agreements from the Customer menu on the left-hand side of the screen.
If the customer has completed a PAD agreement it will be displayed on this screen.

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