Setting up Auto-Pay

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

1

Log into your Alternative Payments Partner Dashboard


2

Navigate to Customers

3

Select the ellipses on the applicable customer and edit


4

Add your rules
5. You’re all set!



Automations

1

Log into your Alternative Payments Partner Dashboard

2

Navigate to Automations then Auto-pay Rules


3

Add your rules


4

You’re all set!



Note: We recommend configuring auto-pay rules to be customer-specific. An auto-pay rule will only work if the customer has a payment method on file. Once the rules are set up, they will take effect immediately.

Customers

  1. Log into your Alternative Payments Partner Dashboard

  2. Navigate to Customers From the sidebar, select Customers then All Customers.

  1. 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.

  1. 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.

Note: 0 days past due means the customer will be charge on the invoice due date for all their invoices.


Automations

  1. Log into your Alternative Payments Partner Dashboard

  2. Navigate to Automations From the sidebar, select Automations then Auto-pay rules and click on 'Create new'.

  1. 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.

  1. 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.


Customer Tags

  1. Log into your Alternative Payments Partner Dashboard

  2. Navigate to Automations

    From the sidebar, select Automations then Auto-pay rules and click on 'Customer tags', then 'Create new'

  1. 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.

  1. 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.

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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