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 ‘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 Autopay rules and select Add a rule.

1. Set your agreements-based auto-pay rule Add a condition and select ‘Agreements’ in the drop down. Apply all applicable agreements. Add another condition to apply based on Customer and select the applicable customer for the rule.

Select confirm to save your rule.

You're all set! 🎉

Love our platform? Please rate us on Channel Program!