Auto-Pay is more than just an on/off switch. Our smart rules engine gives you granular control over the entire automated collections process, combining the convenience of automation with the oversight you need.

You can create rules to define exactly how and when auto-payments are processed. For example:

Set Amount Thresholds: Automatically pay all invoices under a set amount (e.g., $1,000) but flag larger project or hardware bills for manual review before charging the client.

Allow payments by account codes: Apply Auto-Pay only to recurring service agreements and contracts, while excluding one-time projects or ad-hoc invoices from the automated run.

Manage by Client: Give your clients the power to opt-in or out, or set specific rules for different client groups. This intelligent approach gives you the ultimate flexibility, ensuring you get paid on time while preventing unexpected charges and maintaining complete control over your client billing.