How to create Auto-pay rules based on billing terms

Refine your auto-pay collections to an even greater extent by implementing auto-pay based on billing terms.

Alternative Payments provides you with the functionality to establish auto-pay rules tailored to specific billing terms synced in from your PSA or accounting integration

Note: Auto-pay rules are only available for ConnectWise-integrated partners.

There two dedicated sections available to configure auto-pay for your customers based on billing terms from your Alternative Payments partner dashboard:

Customers

1. Navigate to Customers
From your side menu, go to Customers > All Customers. Find the relevant customer profile, click the ellipses next to it and select Edit Customer.

2. Set the auto-pay rule based on billing terms
In the Automations section of the customer profile, click +Add new rule. Then, choose +Add condition, select ConnectWise billing terms, and specify the relevant terms for your rule.

Ex: If your customer’s invoices are set to Net 30 terms, the Days past creation date should be set to 30 days.

Select Confirm to save your rule.

Automations

1. Navigate to Auto-pay Rules

From the side menu, select Automations then Auto-pay rules and select +Add a rule.

2. Set the auto-pay rule based on billing terms
Click +Add condition, select ConnectWise billing terms, and define the relevant terms for your rule. Make sure to also choose the applicable customer for the rule.

Select Confirm to save your rule.

You’re all set 🎉!

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