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Fill in the appropriate information:

• Amount: the amount of the transaction of which you and your customer have agreed to.
• Frequency: how often the transaction will repeat over time.
• Instalments: how many times the transaction will be pulled from the customer’s account. Leave this field blank if you would like to keep the transaction recurring indefinitely.
• Process date: the day the transaction will be pulled from your customer’s account
• Comment: for your records on the transactions you create like “Rent” or “Tuition Payment for Fall 2021”