Configure Saved Search

This setup is required to generate links for existing customers or if you need to manage links across multiple Stripe accounts.

Step 1: Configure the Saved Search

First, you must assign the correct saved search template in the configuration settings.

Set up Generate customer Statement Link Saved Search.png
  1. Navigate to PayPack → Setup → Configuration.
  2. Go to the Schedule subtab.
  3. In the Generate Customer Statement Link Saved Search dropdown, select the saved search template (e.g., Template - PayPack Generate Customer Statement Link).
  4. Click Save.
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