All you need to specify is the contact to which the bill payment was made.
DoubleAgent will find the earliest unpaid bill for your contact. If the payment is enough to settle the bill, DoubleAgent will do so.
If there is money left over from the payment, the process starts again: DoubleAgent looks for your contact's earliest unpaid bill and pays it if possible.
We always recommend doing a dry run (by clicking the Dry Run button) to see whether your rule does what you want.
Start my free trial
First we need to connect your FreeAgent account.
When you click the button, DoubleAgent will send you to FreeAgent.
FreeAgent will ask you to log in and whether to allow DoubleAgent to access your account.
You need to have access to the tax, accounting & users level in FreeAgent. If you are your FreeAgent account owner, you are all set.
If your change your mind later, you can disconnect DoubleAgent like this:
On FreeAgent's Connections & Add-ons → Banking, bank feeds and approved applications page, click the Revoke Access button for DoubleAgent.
Any questions? Please email us at hello@doubleagent.io :)
Now, what type of FreeAgent account do you have?
Please agree to the legal docs and then you can begin!
