Summary: Autopay simplifies collection management, reducing manual efforts and ensuring timely payments. With its user-friendly interface and robust automation, accounts receivable specialists can focus on strategic tasks while boosting working capital and customer satisfaction.

Receivables Permissions: Assign workflows, invite to portal, and enroll autopay

TABLE OF CONTENTS

• Invite customers to enroll in autopay
• Customer journey 
• Autopay Options 
• View your Customer’s Autopay Preferences
• Autopay workflow

Invite customers to enroll in autopay

• Navigate: Receivables > Customers.

• Select "Enroll Autopay" and select the customers you would like to enroll in Autopay. 

• Once you confirm, you can review and modify the email. 

Customer journey 

• Your customer will receive an email containing a link to enroll. They can click the link or forward it to a different user with the payment details. 

• Clicking on the link will prompt the user to enter their email address (for tracking), payment preferences, and payment details.

• Alternatively, customers can log in to the Customer Portal and authorize autopay. 

• Once authorized, Centime will automatically make payments on the designated date. 

Autopay Options 

• Customers can change their payment preferences, details, or preferred payment date from the settings in the Customer Portal. 

• The available options for the payment date are:

  • Due date: The due date of the invoice 

  • Invoice date: The date the invoice gets created and synced to Centime

  • Last day of the discount window: The last date when a discount is available. If no discount is available, it will rely on the due date. 

View your Customer’s Autopay Preferences

As an AR user, you can view your customers’ Autopay preferences on the customer’s side panel within the "Payments" tab. 

• Autopay payment timing: Due date, Last day of discount window, or Invoice date 
• Autopay payment method: Credit card or ACH 
• Payment details: The last four digits will be visible
• All users with the permission, "Assign workflows, edit custom fields, invite to portal and enrol autopay" will receive confirmation when customer opt in or out of 
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“Autopay payment timing” and “Autopay payment method” are also available as hidden columns on the “Customer” and “Unpaid Invoices” tabs. Users can add these columns to the table for informational and filtering purposes.  

Autopay workflow

Once a customer has activated Autopay they will automatically be moved to the Autopay workflow. To learn how to create and manage the Autopay workflow see the Workflow article.