Auto-pay

Users:

• Our client's need to set a customer to auto-pay

• Our client's need to charge the payment form on file - to manually charge the CC or ACH account on file

• Our client's customer's desire to auto-pay invoices & eliminate work

Requirements:

• AR module: Ability to see if any payment information has been saved

  • Ability to request payment details from end customer

  • Client & end customer reminder when payment information is expiring

• AR Setting to define how auto-pay is completed: pull payment on due date, pull payment in early pay date?

  • Could we select some bills to be auto-paid and some not?

• Payment hub setting: enable auto-pay on due date