Setting up Auto-Pay
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Learn about auto-pay and how to set up custom rules for your customers to simplify their payment experience and automate your payments.
Auto-pay is a feature offered by Alternative Payments that allows your customers to automatically pay their bills or make recurring payments without manual intervention.
As a partner, you can set up auto-pay rules for all customers or create customer-specific rules. There two dedicated sections available to configure your auto-pay rules:
Customers
Log into your Alternative Payments Partner Dashboard
Navigate to Customers
Select the ellipses on the applicable customer and edit
Add your rules 5. You’re all set!
Automations
Log into your Alternative Payments Partner Dashboard
Navigate to Automations then Auto-pay Rules
Add your rules
You’re all set!
Log into your Alternative Payments Partner Dashboard
Navigate to Customers From the sidebar, select Customers then All Customers.
Click into any customer profile To add an auto-pay rule for a specific customer, click the hyperlinked customer profile name to see their profile page.
Add your rules Scroll down to the Auto-pay rules section and select ‘+Add a new rule.’
By default, the Days past due and Customer conditions will be selected. If you save this rule, this means that the customer will be charged for all their invoices on the due date. You can also choose to update the Days past due condition and also set it based on Days before due and Days past creation. You can add additional conditions based on recurring invoices/agreements and the outstanding amount. Click 'Confirm' to save the rule for the customer.
Log into your Alternative Payments Partner Dashboard
Navigate to Automations From the sidebar, select Automations then Auto-pay rules and click on 'Create new'.
Add your rules Create a condition by which you would like all customers or specific customers to be charged. The rule options are days past due, days before due, days past creation, agreements, amount and based on customer.
Review the new rule
Review the details of the new rule, including the affected customers and invoice. You can exclude specific invoices from autopay if needed.
You're all set!
Click Create rule to save the auto-pay rule.
Log into your Alternative Payments Partner Dashboard
Navigate to Automations
From the sidebar, select Automations then Auto-pay rules and click on 'Customer tags', then 'Create new'
Select customer tag(s), and Add your rule
Select the customer tags that you would like to apply the rule on. Create a condition by which you would like all customers with this tag to be charged. The rule options are days past due, days before due, days past creation, agreements, and amount.
Review the new rule
Review the details of the new rule, including the affected customers and invoice. You can exclude specific invoices from autopay if needed.
That's it! Enjoy payments being received on time and reduce time spent managing collections.
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