AUTOPAY

Also referred to as Automated payments, Subscription, Scheduled, or Recurring Payments.

Paystand validates and saves a payment instrument for your Customer record, and then any Invoice owned by that Customer can be automatically paid using that payment instrument.

Invoices can be automatically paid at any date, present or future, and will be paid in full. If multiple open invoices are eligible for autopay for that customer, all open invoices are summed (and paid) in one charge.

Payments received via Automated Payments will be deposited and can be Refunded like any other direct Paystand-based payment. The easiest way to do this in Sage Intacct is directly from the Paystand dashboard.

With the Paystand dashboard, the automated payments can either be set up per invoice (no actual automated function to select the individual invoice automatically, this will require a human clicking buttons to set up a scheduled payment to an invoice). There are also customer-based settings in the Paystand dashboard, meaning that Paystand customers can set all invoices for a specific client to be automatically paid on the invoice due date using a specific payment token. This functionality will require the Backoffice Billing module in their bundle. 

Setting an invoice to Autopay on Paystand dashboard