Billing Terms Auto-Pay Rules

Refine your auto-pay collections to an even greater extent by implementing auto-pay based on billing terms.

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Alternative Payments provides you with the functionality to establish auto-pay rules tailored to specific billing terms synced in from your PSA or accounting integration

Note: Auto-pay rules are only available for ConnectWise-integrated partners.

There two dedicated sections available to configure auto-pay for your customers based on billing terms from your Alternative Payments partner dashboard:

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Customers

1. Navigate to Customers From your side menu, go to Customers > All Customers. Find the relevant customer profile and click on their name to view their profile details.

1. Set the auto-pay rule based on billing terms In the Automations section of the customer profile, click +Add new rule. Then, choose +Add condition, select ConnectWise billing terms, and specify the relevant terms for your rule.

Ex: If your customer’s invoices are set to Net 30 terms, the Days past creation date should be set to 30 days.

1. Select Confirm to save your rule.

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Automations

1. Navigate to Auto-pay Rules
 From the side menu, select Automations then Auto-pay rules and select Create new.

1. Set the auto-pay rule based on billing terms You can apply the rule to specific customers, all customers, or customer tags. Click +Add condition, select ConnectWise billing terms, and define the relevant terms for your rule. 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 you have multiple rules, the system checks each one separately and will trigger auto-pay if at least one rule meets all of its conditions (OR logic). This means auto-pay won’t trigger if only some conditions of a rule are met, but as long as one rule is fully met, auto-pay will be triggered.

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