Jul 23, 2024
Find out how to automatically make payments on your invoices using your on-file payment methods.
Overview
You can easily set up to have each of your suppliers paid on a certain schedule, by location, and/or with different payment methods
✨ Tip: You will need to have your payment method(s) already added in order to do this process. If necessary, refer to Add a payment method.
Follow these steps to automate your invoice payments!
Note: Screenshots shown were taken from an Android phone. However, all information in this article is applicable regardless of how you access the app: via mobile phone, tablet, or the desktop web portal.
Set up autopayment of invoices
- If using the mobile app, open the side menu by selecting the three lines.
- From the side navigation menu, select Pay.
- In the Pay Suppliers screen, select the three dots.
- Select Auto Pay Settings.
- Choose the supplier you wish to set up autopayment with.
- Select your options from the dropdown menus, as applicable.
✨ Tip: If you have no payment method added, this menu will display "No options." Refer to Add a payment method.
- Select the checkbox confirming you have read the Terms & Conditions for automatic withdrawals.
- Select Enable Auto Pay.