PayorCRM Guide
  • Introduction
  • Connecting PayorCRM to your Accounting Software
    • QuickBooks Online
      • Data sync
      • Sync Processing fees
    • QuickBooks Desktop
      • Data sync
      • FAQ - QB Desktop Setup/Sync
    • Netsuite
      • Obtain Consumer Key and secret
      • Obtain Token key and secret
      • Add PDF generation Restlet code to Netsuite
      • Optional Steps
        • CC Processing fees sync
        • Obtain Netsuite subsidiary id
    • Other accounting software
  • Setting up payments
    • Setting up Stripe
    • Setting up Authorize.Net
    • Setting up QuickBooks Payments
    • ACH - Direct bank integration
    • Setting up Braintree card processing
    • Setting up Cybersource card processing
    • Other payment service providers
  • Setting up Invoice reminders
    • Quick step by step Tutorial
    • Sample Email reminder rules
    • Setup Email Templates
    • Using the default Invoice Reminder
    • Rule creator UI
    • Sending an invoice reminder manually
  • Setting up Automated statements
    • Quick step by step tutorial
    • Sample Statement rules
    • Enabling Default Statement Automation Rules
  • Setting up Auto/Recurring payments
  • Inviting customers to your Billing portal
    • Quick Video Tutorial
    • Inviting customers automatically
    • Inviting customers manually
      • Invite customer using self registration link
    • Multi customer account access
  • Manual Collections
    • Track Invoice opens/Email opens
    • Adding Collection Notes
    • Share files with your customer
      • Link Shared files to invoice
    • Allocating follow up tasks manually
  • API integration
  • How customers pay you
    • From within email using saved card/bank acct
    • Through Customer Portal
  • Branded Customer portal
  • Miscellaneous
    • Managing customer access
  • Advanced settings
    • Using your own Email Server
    • Credit Card surcharge and Late fees
    • IMAP settings
  • FAQ
    • Email Payment Link Errors
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Setting up Auto/Recurring payments

PreviousEnabling Default Statement Automation RulesNextInviting customers to your Billing portal

Last updated 5 years ago

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PayorCRM allows you to setup Auto/Recurring payments using ACH / CC payment methods

Before setting up Auto/Recurring payments you will need to make sure you have setup payments in your payorCRM account. Go to to do that

  1. To setup Auto/Recurring payments click on the Menu "Auto Payments" as shown below

2. Click on the "Add rule" button to create a rule.This opens up a popup where you can define the customer , the trigger and payment method to be used for Auto payments

3. In the pop-up window that opens, Select the customer you want to accept auto recurring payments from along with the payment method ( Card / Bank account ) and the exact card/bank account to be used for processing the payment

4. Select Auto Payment type. This defines the condition that triggers auto-payments

You have the following options to choose from

  • Charge all invoices

  • Charge invoices identified as Auto Pay

  • Charge invoices with amount less than

Charge all invoices - All invoices generated for that particular customers automatically get processed using the saved card or Bank account

Charge invoices identified as Auto Pay - This rule processes only the invoices that were identified as to be Autopaid.Reach out to us at solutions@payorcrm.com for more details about this rule

Charge invoices with amount less than - This rule processes only those invoices that has payment amount less than the specified value.

5. Charge on - This field is used to specify the trigger when the invoice needs to be processed .You could specify the no of days before or after due date on which the invoice needs to be processed.

Tip - If you want all the invoices to be autopaid whenever it is created you can the set the value in "Charge on" as below

Charge on 3000 days before due date

Since the invoices usually have "due days" [no of days between current date and the due date] less than 3000 , They are considered for Auto Payments automatically on the day they are created.

https://help.payorcrm.com/setting-up-payments
Select bank account to be used for Auto Payments