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Autopay rules Based on invoices, not only customers

Integration

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.

Posted by david ·
9 comments

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Comments9

  • Jacob Bespalec

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    Feb 13

    I’ve had clients start requesting this. Even if the autopay runs EoD or a few days later, the customers still feel a degree of out of control over their projects. We’ve solved this by sending all project work as a quote first with a clear autopay upon acceptance term.

  • christian@nextmethodmsp.com

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    Nov 10, 2025

    We also had this capability from ConnectBooster that looked at contract type. If it was set to service agreement or recurring contract it was on autopay. If it was a sales order or project it would not. We are using HaloPSA

  • MarvinSk

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    Oct 13, 2025

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    Merged request

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    4 votes

    Auto-Pay Rule based on Invoice Terms

    It would be nice to have another QBO Condition that looks at the Invoice Terms when creating auto-pay rules

    • cameronbrister

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      Jul 18, 2025

      Agreed that it’d be nice to have additional flexibility for auto-pay rules that’s more granular / per invoice based on INV term or something else.

  • Jeremy Apple

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    Jul 24, 2025

    We are integrated with ConnectWise. Not sure what system you integrate with. We have a rule based on ConnectWise billing terms. You could create a term for invoices called autopay. Create the invoices with that term. Then set an autopay rule based on a customer tag. Then tag those customers that have that.

    This would require a little bit of change of process but shouldn’t be major.

    • cameronbrister

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      Jul 30, 2025

      We’re on Autotask, and when I look at autopay conditions, I can do it based on contract type (block hours, recurring service, etc) or based on the specific contract, but I cannot do it based on invoice term. I suppose for us, we could just ensure that all autopay charges are added to a specific contract that is then configured in the autopay conditions, but it would be nice to be a bit more dynamic as @david suggested.