Automatic Payment Settings

This article provides an overview of the "Other Settings" section.

This tab can be easily accessed through the "Settings" option in the main menu bar.

Option 1: To enable automatic payments for all invoices and customers:

• When to charge the invoice? Select when the charge should occur.
• Automatically charge: Select “All Invoices”.
• "Save Settings" to complete the process.

Option 2: Set up automated payment rules for specific customers, customer groups, or invoices.

1. Select the "When to charge invoices?" day
2. Choose the “Specific Customer, Customer Group & Invoice” option.
3. Click “+ Add new rule”.

• From the “Rule for” dropdown, you can now select “Customer,” “Invoice,” or “Customer Group.”

• Once you click "Save rule", depending on the action, you will see one of the following:  

Use the checkbox next to each rule to delete any unnecessary rules.

Some accounting platforms let you mark invoices as recurring by checking a designated box. Recurring invoices are then automatically enrolled in the automatic payment feature.