Calculate Auto Pay date based on Due Date

6 votes

Currently, Auto Pay calculates on Invoice date - which makes it not work if you have more than 1 Payment term. For example - N30 - you can set Auto Pay to execute in 32 days, but then the system will also execute on day 32 for invoices with N45 or N60 payment terms. Changing to the due date as the Day 1 will allow greater flexibility and will follow most business rules.

Under consideration Suggested by: Bonnie Barnes (08 Sep, '21) • Upvoted: 11 Jan • Comments: 3

Comments: 3

10 Sep, '21
Jared King Admin
You might find it helpful to use the customer payment date setting which allows you to have per-customer AutoPay scheduling. Thank you for the feedback!
12 May, '22
Samantha Ross
Jared King - what does that mean? Is there guidance on "You might find it helpful to use the customer payment date setting which allows you to have per-customer AutoPay scheduling"
16 May, '22
Jared King Admin
Hi Samantha,

You can set the AutoPay payment date on the customer level with the "Payment Date" field on the customer profile. You can override the customer-level payment date for any individual invoice with the "Payment Date" field. These fields are available through the web application, spreadsheet upload, accounting integrations (usually through a mapping customization), and the API. If you want better guidance for your Invoiced setup then please contact our support team. Hope this helps!