How to Add a Global AutoPay Rule

How to Create an AutoPay Rule

Set up automated payment rules to streamline billing in FlexPoint.

Use AutoPay rules to automatically collect payments based on your preferred conditions. These rules can help reduce missed payments and save your team valuable time managing recurring transactions.

Watch this quick video tutorial:

Steps to Create an AutoPay Rule

1. Navigate to Settings
2. Select AutoPay
3. Click Add Rule in the upper right corner
4. Input applicable criteria and click Save