Overview

Auto Pay allows both AR teams and customers to set up automatic payments for an account. Once a payment method and schedule (e.g., Net Terms or every Monday) are both selected, payments will be processed automatically.

Auto Pay FAQ

1. How do Auto Pay schedules work?

• Customers receive reminders 48 hours before the payment is processed. The reminder includes:
  • The total amount due
  • The payment method that will be used
• Customers can log into their account to update payment information before the transaction runs.
• Once a payment is processed, customers receive a receipt confirming the transaction.

2. How are credits applied?

• By default:
  • If the invoice total is larger than the credit: Credits are automaticallyapplied to invoices.
  • If the credit is larger than the invoice total: The invoice will be paid, and the remaining credit will be held for future invoices.
• Exception: Some distributors do not process invoices until the total balance is greater than the credit amount.
• There are no partial credits—credits must be used in full.

3. What happens if an Auto Pay transaction fails?

Here is the process flow if a payment fails:

1. Both customer and distributor receive a failure notification.
2. The customer can update payment details, and the system will retry the transaction the next day.
3. If the second attempt fails, another notification is sent.
4. A third and final attempt will be made; if it fails again, a final failure notification is sent to both the AR team and the customer.
5. From there, the distributor’s policy will determine the next steps.

4. Can I disable Auto Pay?

• Both customers and distributors can remove Auto Pay at any time.
• Exception: Some distributors may have a mandatory policy that requires customers to use Auto Pay for online payments.

5. What happens if a manual payment (check, cash, or in-app) is made?

If a manual payment (check, cash, or in-app) is made toward an invoice, that invoice will not be included in the next autopay transaction.