How does Autopay work?

Billtrust offers two methods of automatic payment: Standard AutoPay and Managed Autopay (MPAY).

Applies to both Standard and Managed AutoPay

  • AutoPays are only triggered off EBILLS, so in order for the end user to take advantage of AutoPay they have to be enrolled in eInvoice Connect.

    • Print, email, fax, and pull bills do not trigger AutoPays.

  • AutoPays should only be triggered off invoices OR statements, not both. A statement is a summary of the invoices, so triggering off invoices AND statements would double pay all the documents.

  • A customer can offer either or both autopay options to suit their users’ needs.

  • Autopay will not take credits into account when triggering.

Standard AutoPay Only

Designed for users that like the convenience of AutoPay

  • Users can be pre-enrolled in AutoPay or they can enroll themselves.

  • Regarding discounts:

    • There is a setting that allows discounts to be applied for Standard Autopay.

    • If this discount setting is not active, AutoPay pays the total due of the invoice at the time of generation. It does not take the discount date or current Open Balance into account.

  • Payments can be scheduled the day after the bills are processed or number of days prior to the due date. This is a global setting that will apply to all your users.

  • Credit Memos are not included in standard autopay.

Managed AutoPay Only

Designed for credit risk users; only available for eInvoice Connect customers

  • You enroll the end user in Managed AutoPay in Client Connect. The end user cannot disable Managed AutoPay in eInvoice Connect, but they can set the payment account (ACH or CC) in eInvoice Connect.

  • AutoPay is triggered off the Open Balance at the time of scheduling (1pm EST).

  • Payments can be scheduled the day after the bills are processed or number of days prior to due date or discount date. This is a global setting that will apply to all your users.

  • Managed AutoPay include invoices and credit memos in a payment. If the credit value exceeds the invoice value, the scheduler will attempt to schedule a payment each day until there is a positive payment value. It will not make a negative payment.

Contact your account manager if you're interested in adding Standard or Managed AutoPay.