Automatic Payments

This article will help you create Automatic Payment Rules, which are 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:

• The first step is to pick when you'd like the rule to be activated for your invoices
• Then, you just need to 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 from customers who have active and valid stored payment methods.

Specific Customers/Customer Groups/Invoices:  These options are all configured in a similar way. 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 create a rule for Specific Customers/Customer Groups/Invoices, simply click the "+ Add new rule" which is located in the top-hand corner of the page

Please choose the category (Customer, Invoice, or Customer Group). For example, if you select Customer Group, simply choose the group's name in the "Apply rule to" field:

When you click "Save Rule," your rule will be successfully created. All rules will be showcased in the "Automatic Payment Settings" section as illustrated below:

Once the rule is established, it's important to also make sure that the stored payment method is set up for automatic payments. You can do this by choosing the "Enable Auto Payment" in the management options under "Customer Payment Details" in the "Automatic Payments" section:

The third and final rule is about invoices that are marked as recurring in your Accounting Platform.

For this rule to take effect, the invoice must be set as "recurring" in your accounting platform. Please see below for guidance on where to indicate the term "recurring":

• QuickBooks users should include the term "recurring" in the "message on invoice" field.
• Xero users should enter the information in the reference field of the invoice.
• Clio users should enter the information in the memo field of the invoice.

These invoices will be recognized as Automatic Payments after your first synchronization. To select this rule, choose the option below: