# 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

{% hint style="warning" %}
*Billing terms-based auto-pay rules are available for ConnectWise-integrated partners. Billing terms are synced from your ConnectWise integration and can be used as a condition alongside other Auto-Pay conditions.*
{% endhint %}

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.

<figure><img src="https://1567070316-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKPl2XyqKMY0CU5Sb4EWy%2Fuploads%2FP8eYhNhXZhzxZXcZ1O6f%2FMonosnap%20Customers%202025-05-02%2010-05-00.png?alt=media&#x26;token=f7be88cf-7ac2-47bc-a999-e086bde25c52" alt=""><figcaption></figcaption></figure>

2. Set the auto-pay rule based on billing terms\
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   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.

{% hint style="info" %}
*Ex: If your customer’s invoices are set to Net 30 terms, the Days past creation date should be set to 30 days.*
{% endhint %}

<figure><img src="https://1567070316-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKPl2XyqKMY0CU5Sb4EWy%2Fuploads%2FUEJGJXPI1GO168fHr7jk%2FMonosnap%20Customer%20Details%202025-05-02%2010-06-24.png?alt=media&#x26;token=5bc5615a-8f02-4c7a-873d-a817f13b5b7d" alt=""><figcaption></figcaption></figure>

4. Select **Confirm** to save your rule.

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### **Automations**

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

<figure><img src="https://1567070316-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKPl2XyqKMY0CU5Sb4EWy%2Fuploads%2FTngir1s2yWyqFqdGDCqe%2FMonosnap%20Monosnap%20Auto-pay%20rules%202025-05-02%2009-54-38.png%202025-05-02%2009-55-42.png?alt=media&#x26;token=a49e3d2f-fe6a-45c2-8e7e-1b90bca2d4a4" alt=""><figcaption></figcaption></figure>

2. **Set the auto-pay rule based on billing terms**\
   \
   You can apply the rule to specific customers, all customers, or customer tags. Click **+Add conditio**n, select **ConnectWise billing terms**, and define the relevant terms for your rule. Click “Review” to see the affected invoices.

<figure><img src="https://1567070316-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKPl2XyqKMY0CU5Sb4EWy%2Fuploads%2FUCmGYMl4Qgfu86XRxnd1%2FMonosnap%20Create%20a%20new%20rule%202025-05-02%2010-09-24.png?alt=media&#x26;token=b97974b5-1f23-4e80-ae49-1899198b126b" alt=""><figcaption></figcaption></figure>

3. 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.

<figure><img src="https://1567070316-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKPl2XyqKMY0CU5Sb4EWy%2Fuploads%2F65oFxVElIMHMQ5Vsa9j1%2FMonosnap%20Create%20a%20new%20rule%202025-05-02%2010-11-18.png?alt=media&#x26;token=8d220437-7466-47f7-8717-76343a256081" alt=""><figcaption></figcaption></figure>

You’re all set **🎉**!

{% hint style="info" %}
**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.
{% endhint %}

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