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Agreements-Based Auto-pay Rules

Refine your auto-pay collections to an even greater extent by implementing agreements-based rules.

Alternative Payments provides you with the functionality to establish auto-pay rules tailored to specific agreement types synced in from your PSA or accounting software integration.

Note: Agreements-based auto-pay rules are only applicable for ConnectWise, HaloPSA and Quickbooks Online partners.

There two dedicated sections available to configure your agreements-based auto-pay rules:

Customers

1

Log into your Alternative Payments Partner Dashboard


2

Navigate to Customers 


3

Select the ellipses on the applicable customer and edit


4

Add your rules


5

You’re all set!


Automations

1

Log into your Alternative Payments Partner Dashboard


2

Navigate to Preferences then Auto-pay Rules


3

Set your agreements-based auto-pay rule


4

You’re all set!


Customers

  1. Log into your Alternative Payments Partner Dashboard

  2. Navigate to Customers From the sidebar, select Customers then All Customers.

  1. Select the ellipses on the applicable customer and edit To add an agreements auto-pay rule for a specific customer, select the ellipses next to the customer profile and select ‘Edit Customer’

  1. Add your rules Under ‘Auto-pay rules’, select ‘Add a new rule.’


Add a condition and select your integration agreements in the drop down. Apply all applicable agreements for the customer and select ‘Confirm’ to save the rule. 


Automations

  1. Log into your Alternative Payments Partner Dashboard

  2. Navigate to Preferences then Auto-pay Rules From the sidebar, select Automations then Auto-pay rules and select Create new.

  1. Set your agreements-based auto-pay rule You can apply the rule to specific customers, all customers, or customer tags. Add a condition and select your integrations agreements in the drop down. Apply all applicable agreements. Click “Review” to see the affected invoices.

  1. Review the new rule

Review the details of the new rule, including the affected customers and invoices. You can exclude specific invoices from autopay if needed. Click "Create rule" to save the rule for the customer.

You're all set! 🎉

Tip: Auto-pay rules follow AND/OR logic. Within a single rule, all conditions must be met for auto-pay to trigger (AND logic). If multiple rules are set, the system checks each one separately and will trigger auto-pay if any one rule meets all of its conditions (OR logic).

Agreements-based auto-pay rules operate differently—they trigger as soon as any one condition is met (OR logic), rather than requiring all conditions to be satisfied. This means a single matching condition is enough to activate auto-pay for Agreements-based rules.

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