Billing Terms Auto-Pay Rules

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

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

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

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.

1. Select Confirm to save your rule.

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 🎉!

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