Invoice Creation Date Auto-Pay Rules

Here’s how you can set up auto-pay rules for your customers based on the invoice creation date.

You now have more flexibility in setting up auto-pay rules based on when the invoice was created. This configuration is particularly useful for customers who have invoices with net terms to make arrangements to pay their invoices.

You can set this auto-pay rule within the Customers or Auto-pay sections of your Alternative Payments dashboard.

Customers

In the Customers > All customers section, click the customer profile you wish to edit. Scroll down to the Automation section and select “+Add new rule.”

From the conditions dropdown, select “Days past creation” and then select the number of days. Click on “Confirm” to save the rule.

Creating Auto-pay Rules

Within the Automations > Auto-pay section, select “Create new”

We always recommend making auto-pay rules customer-specific. Go to the "Customer specific" section, and Select the applicable customer(s).

From the conditions dropdown, select “Day past creation” and then select the number of days. Click “Review” to see the affected invoices.

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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