Change AutoPay Payment Date by Customer
Some customers are offered payment terms where they are able to pay a specific number of days past the invoice date like net 15 or net 30.
Comments: 3
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27 Apr, '20
Jared King AdminHi Tina,
It is already possible to set the payment date on the customer level. On the screen where you create or edit a customer, below the "AutoPay" switch there is an option called "Payment Date". You can use this setting to customize the payment delay for individual customers. -
13 May, '22
Samantha RossHi, this solution doesn't work for us payment terms are determined based on what we are invoicing and therefore really need autopay to be at the invoice level based on due date. A customer may have due upon receipt for an expansion purchase but their anniversary or renewal billing will have net 45.
We will be manually processing hundreds of credit card payments at times. Have a bulk processing would be useful - being able to check all invoices due today with card/banking info on file and hitting one process payment button. -
16 May, '22
Jared King AdminHi Samantha,
You can also control the AutoPay payment date per invoice. There is an additional field called "AutoPay Payment Date" that you can use to set the date on which you'd like the AutoPay to process. This is an additional field from the due date but you could set the AutoPay Payment Date to same value as the due date depending on where the invoices are coming from (e.g. spreadsheet upload, accounting integration, or API).