Auto-Pay Settings
Auto-Pay settings allow you to automate recurring customer payments, streamlining invoice management and reducing the need for manual processing. Once enabled, invoices are automatically charged on the defined payment date, ensuring timely collections and improved cash flow.
Determine Auto-Pay Date
Before enabling Auto-Pay, you need to define when payments should be automatically charged. This ensures that invoices are processed consistently according to your organization’s payment policy.
To determine the Auto-Pay date:
Go to Organization Settings > Invoices > Communications.
Set the Payment Timing.
Sent date
Invoice date
Invoice due date
Click the Save button to apply your changes.
Enable Auto-Pay on a Customer
Once the payment timing is configured, you can enable Auto-Pay for specific customers. This ensures that their recurring invoices are automatically charged on the defined schedule.
To enable Auto-Pay on a customer:
Go to Accounts Receivable > Customers.
Select the customer for whom you want to enable automatic payments.
In the Overview section, locate the Automatic payments toggle and switch it ON.
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
When an invoice is sent with Auto-Pay enabled, the system automatically attempts to process the payment based on your configured timing. The invoice status will update depending on whether the transaction succeeds or fails.
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.
See Also
Explore more payment and invoicing settings:
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