Managing Auto-Payment Settings for Customer Accounts

Nicolas Audet
Nicolas Audet
  • Updated

Overview

Adjusting the auto-payment settings allows you to manage billing preferences such as the payment date and billing period for a customer's account. This guide will walk you through the process.

Enabling or Disabling Auto-Pay for a customer

You can toggle the auto-payment option on or off for a customer's account. Follow these steps:

  1. Navigate to the customer’s account and open the Billing tab.
  2. Select Payment Methods.
  3. Click the Ellipsis Menu (three dots) next to the payment method.
  4. Choose Turn On Auto-Pay or Turn Off Auto-Pay, depending on the current status.
  5. Confirm the action to finalize the change.
    edit_Auto_Payment.png

The auto-pay setting can only be toggled for bank accounts and credit cards.

Edit the day auto-pay is triggered

  1. Navigate to the customer’s account.
  2. Open the Billing tab and select Settings.
  3. Locate the Auto-Pay Settings in the Other settings section.
  4. Adjust the auto-pay date as needed. Currently, only the "Fixed" date can be edited. The "Relative to invoice day" is an organization setting. Ensure that the new date aligns with the delinquency settings to prevent potential payment issues.
  5. Optionally, modify the billing period if required.
  6. Click Save to apply the changes.
    Edit_account_auto-Pay.png

Ensure the new auto-pay date does not exceed the delinquency period set in the account’s billing policy.

Changes to the billing period may affect the customer's billing cycle and invoice generation. Verify with the customer before proceeding.

Was this article helpful?

Have more questions? Submit a request