Auto-Pay Settings

Auto-Pay settings allows you to automate recurring customer payments, which streamlines the invoice management process and reduces the need for manual intervention.

Determine Auto-Pay Date

To determine the Auto-Pay date:

1. Go to Organization Settings > Invoices > Communications.

2. Set the Payment Timing.

   1. Sent date

   2. Invoice date

   3. Invoice due date

3. Click the Save button to apply your changes.

   

Enable Auto-Pay on a Customer:

To enable Auto-Pay on a customer:

1. Go to Accounts Receivable > Customers.

   
2. Select the customer for whom you want to enable automatic payments.

   
3. In the Overview section, locate the Automatic payments toggle and switch it ON.

   
4. Click the Save Changes button.

Once enabled, invoices for this customer will be charged automatically without manual intervention.

What Happens When You Send an Auto-Pay Invoice:

• If the payment was successfully processed: The invoice will show as paid, with an amount due of $0.

• If the payment failed: The invoice will show an amount due that still needs to be paid.

• Payment Timing Considerations: If the invoice is sent before the payment is processed, the amount due may be shown even if the payment is successfully processed later. The invoice date and the sent date will always be the same for auto-pay invoices.