How to Add a Customer Specific AutoPay Rule

How to Create a Customer-Specific AutoPay Rule

Customize AutoPay rules for individual customers

Customer-specific AutoPay rules let you fine-tune automated payment behaviors for selected accounts — ideal for handling unique terms or exceptions while maintaining automation efficiency.

Watch this quick video tutorial:

Steps to Create a Customer-Specific AutoPay Rule

1. Navigate to Settings
2. Select AutoPay
3. Switch from Global Rules to Customer Specific
4. Click Add Customers and select the appropriate customer
5. Click Add Rule
6. Input applicable criteria and select Save