How to set up an Auto-Pay rule based on the date an invoice is created

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.

1 | Customers
In the Customers > All customers section, select the ellipses next to the customer profile and select ‘Edit Customer’. 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.

2 | Auto-pay
Within the Automations > Auto-pay section, select “+Add new rule.” From the conditions dropdown, select “Day past creation” and then select the number of days.

We always recommend making auto-pay rules customer-specific. Add another condition and select the “Customers” condition. Select the applicable customer(s) and “Confirm” to save the rule.

NOTE: The auto-pay rule runs daily at around 7AM UTC.

You’re all set 🎉!