With the help of Auto-Pay, invoices can be paid within seconds as the invoice fees are charged automatically to the default payment method the member has on file. If Auto-Pay is turned off, the member will need to manually pay for each invoice.
Prerequisites
Auto-Pay will only function if both of the following conditions are fulfilled:
A user has added a default payment method.
Manage Auto-Pay
You can manage "Auto-Pay" by editing a user or a company on the Community page:
Go to Locations > Community > select a user or a company.
Press
(...)
menu top right > selectEdit
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.