Modified on Mon, 04 Mar 2024 at 03:40 PM

Summary: Autopay makes it easy for you to streamline collections, reducing manual efforts and ensuring timely payments. With its user-friendly interface and robust automation, finance managers and 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 

Invite customers to enroll in autopay

  • Navigate to: Receivables > Customers 
  • Select "Enroll Autopay" and select customers to enroll

  • Once you confirm, you will be able to review and modify the email.

  • Your customer will receive an email containing a link to enroll. They can either click on the link or forward the link to a different user having 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 login to the customer portal and authorize autopay. 
  • Once authorized, invoice payments will be scheduled on the due date

  • Customers can change payment preferences or payment details or their 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 discount window: The last date when a discount is available. If there is no discount available, it will rely on the due date 

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