AutoPay Overview

Automate payments and streamline invoice collection

AutoPay is a feature that allows automatic deduction of payments from a client’s bank account or credit card on a regular schedule. This helps ensure timely payments without manual intervention for both you and your client!

Benefits

• Predictability – ensure timely payments and consistent cash flow.
• Ease of Use – save time by eliminating manual payment processes for both you and your clients.
• Efficiency – automate invoice‑to‑cash conversion seamlessly.
• Client Experience – improve client satisfaction by focusing on service instead of collections.

Enablement

Global AutoPay Rule

Implement AutoPay for all customers. Learn more here.

Customer‑Specific AutoPay

Enable AutoPay for specific clients only. Learn more here.

Frequently Asked Questions

What rule should I add?▶

It depends, every business is unique. The goal of a rule is to automatically tag an invoice as AutoPay.

Example: if you have recurring invoices with a common keyword in the description, a rule could be: [Item Description] [Contains] [Monthly]

What prevents AutoPay from running?▶

An invoice could be tagged as AutoPay but not run for 1 of 2 reasons:

• The customer has not added a payment method
• The payment method is locked. Learn how to unlock a payment method

Can my clients authorize a payment method?▶

Yes. Clients can authorize AutoPay when adding a payment method or on existing payment methods.

Can I authorize AutoPay on behalf of my client?▶

Yes! Learn how to authorize AutoPay for a client.

When do invoices tagged as AutoPay process?▶

By default, payments process on the invoice due date. Learn more.

An invoice synced today is tagged AutoPay. When will it process?▶

AutoPay will run approximately 3 hours after syncing if the invoice is due the same day.

I added a rule but my invoice isn’t tagged?▶

Existing invoices won’t be automatically tagged. Rerun your invoices to apply the rule.

If AutoPay fails, when will it run again?▶

AutoPay will attempt 3 consecutive runs. After the 3rd failure, AutoPay locks.

If AutoPay is locked and I unlock it, what happens?▶

AutoPay will run again within the next ~3 hours.

Some of my AutoPay tags are yellow or green, what do these mean?▶

• The AutoPay tag will have a Yellow background if the invoice is not paid, and the payment method is not available or LOCKED
• The AutoPay tag will have a Green background if the invoice is not paid, and the payment method is available and NOT LOCKED
• AutoPay will be transparent otherwise

Upon hovering over the yellow AutoPay tags, information on what the problem is will be displayed. Examples below for possible causes and their meaning:

• No Authorized Payment Method – If there is no Payment Method on file at all
• Payment Method Locked – If there is a payment method but it is locked
• Payment Method not Authorized – The payment method is not authorized for AutoPay
• Credit Card Expired – The AutoPay method is an expired Credit Card
• Payment Method Awaiting Verification – The AutoPay ACH account is in a verification-related status (Micro-Deposit, R29 Failure, etc.)