Pathway: Accounting > Billing
This article explains how to process auto-pay from the Billing screen. It's important to note that a billing batch must be posted before auto-pay can be processed.
Permissions
The following permissions are required to process auto pay in the Billing module:
| Permission ID | Permission Name |
109 | View Billing |
111 | Post Billing Batch |
Prerequisite: Post a Billing Batch
The option to select 'Process Auto Pay' only displays if the billing batch is in a 'Posted' status. To post a batch, follow the outlined process below. Further details on batch posting can be found in article: Process and Post a Billing Batch.
Process Auto Pay - During Billing
This option will process auto-pay immediately upon Start.
Process Auto Pay - Future Dated
This option will defer auto-pay processing to a future date, allowing it to be retrieved and processed using the AR Payment Batch tool (Accounting > AR Payment Batch).
