Automatic Payment Settings
This article gives an overview of the "Other Settings" section
This tab is easily accessible through the "Settings" option in the main menu bar
Step one is to select the day you wish to charge the invoice for customers who are set up for automatic payments
If you want step one to apply to all invoices, simply save your settings, and you are all set.
The second alternative is to establish automated payment rules for specific customers, customer groups, or invoices.
- Choose the day on which the rule will be actioned.
- Ensure to check the "Specific Customer, Customer Group & Invoice" option.
- Click on "+ Add new rule".
- Specify to whom the rule needs to be applied.
Here is an illustration of how the rule will appear once configured:
Next to each rule, there is a checkbox that you can mark in the action dropdown to delete a rule that is no longer needed.
Finally, within certain accounting platforms, you have the option to mark invoices as recurring by checking the designated box. All invoices that are marked as recurring will automatically be enrolled into the automatic payment feature.