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.

Select the day for invoicing automatic payments

To apply step one to all invoices, just save your settings.

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

1. Choose the implementation date.
2. Check the "Specific Customer, Customer Group & Invoice" option.
3. Click on "+ Add new rule".
4. Specify the customer of the rule.

Here is an illustration of how the rule will appear once configured:

Next to each rule, there is a checkbox to mark for the deletion of unnecessary rules.

Certain accounting platforms allow you to mark invoices as recurring by checking a designated box. Recurring invoices will be automatically enrolled into the automatic payment feature.