Autopay rules Based on invoices, not only customers

We have clients that pay a monthly fee automatically. When we do projects for those clients, they typically pay manually. FlexPoint allowed us to use a phrase like “autopay” in the memo/item description in order to trigger an autopay. All our monthly recurring (autopay) any INVOICE that was supposed to be autopaid, we simply added the “autopay” product to and it would get autopaid.

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Upvoters
Status

🤔 In Review

Board
🔗

Integration

Date

9 months ago

Author

david

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