How does Autopay work?

Billtrust offers two methods of automatic payment: Standard AutoPay and Managed AutoPay (MPAY). Both are available to buyers enrolled in eInvoice Connect. AutoPay is triggered by eBills only - print, email, fax, and pull bills do not trigger AutoPay.

Important: AutoPays should only be triggered off invoices OR statements, not both. A statement is a summary of invoices, so triggering off both would result in double payment.

Applies to both Standard and Managed AutoPay

  • AutoPay is only triggered off eBills. Buyers must be enrolled in eInvoice Connect.
  • A customer can offer either or both AutoPay options to suit their users' needs.

Standard AutoPay

Designed for users who want the convenience of automatic payment.

  • Users can be pre-enrolled by you or can self-enroll.
  • Credit Memos are not included in Standard AutoPay.
  • When the Standard AutoPay discount setting is active, applicable discounts will be applied to AutoPay payments. If the discount setting is not active, AutoPay pays the total due at the time the invoice is generated - it does not take the discount date or current Open Balance into account.
  • Payments can be scheduled the day after bills are processed, or a set number of days before the due date. This is a global setting that applies to all your users.

Managed AutoPay

Designed for credit risk management. Only available for eInvoice Connect customers.

  • You enroll the buyer in Managed AutoPay in Client Connect. The buyer cannot disable Managed AutoPay in eInvoice Connect, but can set their payment account (ACH or credit card) in eInvoice Connect.
  • AutoPay is triggered off the Open Balance at the time of scheduling (1:00 PM EST).
  • Managed AutoPay includes both invoices and credit memos in each payment. If the total credit value exceeds the invoice value, the scheduler will attempt to schedule a payment each day until a positive payment value exists. It will not make a negative payment.
  • Payments can be scheduled the day after bills are processed, or a set number of days before the due date or discount date. This is a global setting.

Interested in adding AutoPay?

Contact your Billtrust account manager to add Standard or Managed AutoPay to your account.