Email notification to indicate invoice will be auto paid
E
Ethan Farlow
I agree here, we need the emails from the system to detail the specific date the invoice will be auto paid (this is set per client and cannot be easily set global since some clients want it on the due date, some 5 days before, etc.)
W
Wes Ashley
Hey Chris—thanks for the feedback! We do have have an Upcoming AutoPay email notification. When enabled, if the invoice qualifies for AutoPay, your client will receive an email notification prior to automatically processing the payment.
You can find more details about it here: https://flexpoint.zendesk.com/hc/en-us/articles/30264616192532-Upcoming-AutoPay-Email-Notifications
Let us know if you have any questions!
C
Chris Fricke
Wes Ashley That will help but there's still an odd situation where a new invoice is created, and immediately a new invoice notification email is sent. The customer receives it and sends a check in the mail (because they don't realize it's going to be Auto paid). The Auto pay rules run the next day and an ACH process is started. But before its finalizes, we receive the check and apply the payment to the "still unpaid" invoice in QB. Then when the auto pay finalizes we receive a second payment for the same invoice.
It may sound obscure but this already happened to me. I don't know the solution, but if somehow that initial new invoice notification could indicate that this invoice will be auto paid it would help.
M
Matthias Kittok
Wes Ashley Invoice templates for autopay vs manual pay/no payment method could be an option here. That is something that ConnectBooster had.