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You are here: Overview > Revenue > EFT and Credit Card Processes > Generate Paperless Mandates Instructions > Edit a Paperless Mandate Instruction Process > Edit a paperless mandate instruction process

Edit a paperless mandate instruction process

1. From Revenue, click EFT. The EFT page appears.
2. Click Generate paperless mandate instructions. The Paperless Mandate Instruction Process page appears.

Note: To edit a paperless mandate instruction process from its status page, click Edit process under Tasks.

3. Under Paperless mandate instruction process, click the double arrows beside the process to edit.
4. Click Edit. The Edit paperless mandate instruction process screen appears. The items on this screen are the same as the Add a paperless mandate instruction process screen. For information about the items on this screen, refer to Add a Paperless Mandate Instruction Process Screen.
5. Edit the information as necessary.
6. Click Save. You return to the Paperless Mandate Instruction Process page.