Summary

Autopay is a feature that we have added for our customer's customers (or anyone with access to the self-service portal) to be able to make automatic payments on their invoices without ever having to log into the portal (more than once). Below we will take a look at how to configure this functionality. 

Overview

While the final piece of configuration takes place on the self-service portal (typically by the customer's customer) there is still a bit of set-up required before this can occur. 

(Note: Payments should already be configured with a merchant account and they must be using the 'new' self-service portal)

• The first thing we need to set is the autopay flag in account maintenance, this should be set to "1" to enable
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  • This feature does a few things, it adds the (Inquiries > By User > Scheduled Payments) page and the Scheduled Payment Option on (Admin > Master Files > Company > (Edit))
• Once this is set, you'll want to log into the account (if you are already, you'll want to clear the session (which is anything after the / in https://my.anytimecollect.com/))
• We begin by navigating to (Admin > Master Files > Company) and editing our desired company we want autopayments for
• Below are the options we need enabled:
  • Online Payments - Allowed (Can't set up autopayments if we aren't allowed to even make payments)
  • Scheduled Payment Options -
    • Disabled (You don't want this company to be able to do autopayments)
    • Enabled - Approval Required (This requires more customer oversight to approve scheduled payments)
    • Enabled - No Approval Required (This is a set it and forget it, no oversight needed)
• Once the above is set you will need to navigate to (Inquiries > By User > Scheduled Payments) and here we will select "Auto-Payment Schedule" and create a schedule to run it. 
• Now we will navigate to a customer account where we can see the following:
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• From here a customer can select this link and configure with one of 2 options:
  • Pay all open invoices on their given due dates (Here we will create a pending payment/scheduled payment record 7 days before the due date)
  • Pay the total open balance on a selected day of every month (Here we will process anything that is past due on the given date)
• In both cases, the pending payment/scheduled payment record is created during the sync so a sync needs to be run once the scheduled payment has been configured.
• Once complete they will appear in (Inquiries > By User > Scheduled Payments