Autopay

The “AutoPay” button, as the name suggests, allows you to execute an automated payment using a payment method token already saved for a customer.

With the AutoPay feature, you simply need to select a token on file and choose the date for the payment. You also have the option to send a reminder up to 10 days before the AutoPay date.

There are two ways to set up AutoPay:

1. Invoice-level:
   1. Go to the Receivables page
   2. Select invoices
   3. Click the “AutoPay” button
2. Customer-level:
   1. Go to the Customers page
   2. Select a customer
   3. Click the “AutoPay” button