With the help of Auto-Pay technology, your invoices can now be paid within seconds. With Auto-Pay enabled, invoice fees will be charged automatically to the default payment method your client has on file. If Auto-Pay is turned off, your customer will need to manually pay for each invoice.
Manage Auto-Pay
You can manage "Auto-Pay" by editing a user and company on the Community page:
Go to Locations > Community > select a user or a company.
Press
Edit
top right and set the desired value for Auto-Pay.Press
Save
.
To optimize your revenue, ensure prompt payment, and enhance customer satisfaction, we suggest implementing a policy that encourages the use of Auto-Pay.
Auto-Pay Prerequisites
Auto-Pay will only function if both of the following conditions are fulfilled: