Autopay

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 



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article