Automatic Payments
This article will help you create Automatic Payment Rules, essential for enrolling customers in Automatic Payments. It covers the three types of rules and provides clear instructions for creating them
You can find the Automatic Payments Settings in the Settings section within the main menu bar:
On the following page:
- Pick when you'd like the rule to be activated for your invoices
- Choose the type of rule you'd like to create. You have three different rule types to choose from:
- All Invoices: This option will automatically process payments for all outstanding invoices for customers who have an active and valid stored payment method.
- Specific Customers/Customer Groups/Invoices: These options are configured in a similar manner. The difference among them is based on the designated recipient of the rule. You can define a rule for a specific customer, a customer group, or an individual invoice
To establish a rule for Specific Customers/Customer Groups/Invoices, select the "+ Add new rule" option located in the top-right corner.
Please select a category (Customer, Invoice, or Customer Group). For example, if you choose Customer Group, kindly select the group's name in the "Apply rule to" field:
Click "Save Rule," and your rule will be successfully created. All rules will be displayed in the "Automatic Payment Settings" section as illustrated below:
Once the rule is established, it is important to ensure that the stored payment method is set up for automatic payments. This can be accomplished by selecting the "Enable Auto Payment" option in the management menu under "Customer Payment Details" within the "Automatic Payments" section:
The third and final rule pertains to invoices that are designated as recurring in your Accounting Platform.
To ensure compliance with this rule, the invoice must be configured as "recurring" in your accounting platform. Below are the specific instructions for indicating the term "recurring":
- For QuickBooks users: please include "recurring" in the "message on invoice" field.
- For Xero users: enter the information in the reference field of the invoice.
- For Clio users: input the information in the memo field of the invoice.
Upon the first synchronisation, these invoices will be recognised as Automatic Payments. To select this rule, please choose the option below:
