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!


---

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 'Add a rule'.

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.

You're all set!

Click confirm to save the auto-pay rule.

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.

That's it! Enjoy payments being received on time and reduce time spent managing collections.

Love our platform? Please rate us on Channel Program!