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processing payments

Question asked by Joe Thompson on May 16, 2017
Latest reply on May 17, 2017 by André Lopes


I will be importing a list of leads with balances from a spreadsheet. Any of the leads that want to resolve their medical or telecom account will then pay the balance or partial payments. Can someone please help me with this initial setup? I have most of the configuration all set but I wanted to make sure this aspect is done properly. Thank you in advance.