Primary Audience: All Internal Users

Customers can set up autopay in the Customer Portal to automatically pay account balances, fixed amounts, statement balances, or invoice balances. Available autopay options depend on your ERP integration and portal configuration.

Available for the following ERPs:

ERP	Account Balance	Fixed Amount	Statement Balance	Invoice Balance	Budget Billing Invoice	Budget Billing Balance
AgVance	No	No	Yes	Yes	Yes	No
AgVantage	Yes	Yes	No	Yes	No	Yes
Merchant	Yes	Yes	Yes	No	No	Yes
Agris	Yes	Yes	Yes	Yes	No	No
Cinch	Yes	Yes	No	No	No	No
Tronia	Yes	Yes	Yes	Yes	No	No
Oakland	Yes*	Yes*	No	No	No	No
Control	No	No	No	No	No	No

*Autopay is not available for Oakland partners with the Payments API integration at this time.

Autopay Types

Customers can choose from the autopay types available for your ERP.

Autopay Type	What It Pays	When It Runs
Account Balance	Pays toward the customer’s total account balance	Daily, weekly, or monthly
Fixed Amount	Pays a set dollar amount selected by the customer	Daily, weekly, or monthly
Statement Balance	Pays the customer’s statement balance, up to their maximum amount	The business day before the statement due date
Invoice Balance	Pays open invoices, starting with the oldest invoices and nearest due dates	Daily, weekly, or monthly
Budget Billing	Pays the currently due budget billing amount	On the budget billing due date

Note: Statement Balance Autopay requires backend setup. To enable this option, contact the Partner Enablement Team and provide your organization’s statement due date.

Set Up Autopay in the Customer Portal

Customers can set up autopay from the Account section or from the Balances tab in the Customer Portal.

Start Autopay Setup

In the Customer Portal, go to Account.
Select the Autopay tab.
Click Set up Autopay.
Select the account ID the autopay should pay toward.

If the customer has multiple account IDs, they need to create a separate autopay for each account ID.

Choose the Autopay Type

Account Balance Autopay

Account Balance Autopay pays the customer’s full account balance on the scheduled payment date, up to the maximum amount the customer sets.

If the account balance is $0 at the time of payment, no payment is made.

Example:

Balance due: $200
Weekly autopay maximum: $70

Payments would process as:

Week 1: $70
Week 2: $70
Week 3: $60

Fixed Amount Autopay

Fixed Amount Autopay charges the same dollar amount each time the autopay runs.

The customer chooses the amount during setup.

Statement Balance Autopay

Statement Balance Autopay pays the customer’s statement balance, up to the maximum amount the customer sets.

This payment runs on the business day before the statement due date.

Important: Statement Balance Autopay requires backend setup. Contact the Partner Enablement Team to enable this option.

Invoice Balance Autopay

Invoice Balance Autopay pays open invoices, up to the maximum amount the customer sets.

Payments are applied to individual invoices, starting with the oldest invoices and invoices with the nearest due date.

Example:

Invoice A: Due February 20, created February 2, amount $1,000
Invoice B: Due January 20, created January 1, amount $1,200
Invoice C: Due February 28, created February 4, amount $500
Monthly autopay maximum: $2,000
Autopay date: February 5

The February 5 autopay pays:

$1,200 toward Invoice B
$800 toward Invoice A

Set the Payment Schedule

Customers select the payment frequency and payment day for Account Balance, Fixed Amount, and Invoice Balance Autopay.

Statement Balance Autopay does not require a frequency selection because it runs based on the statement due date.

Monthly Autopay

Customers can choose:

A numbered day of the month
The first business day of the month
The last business day of the month

Weekly Autopay

Customers choose a weekday for the payment to run.

Only weekdays are available.

Daily Autopay

Customers do not choose a payment day. The payment will be processed every day until it is turned off.

Blackout Dates

Custom blackout dates will prevent customers from selecting certain payment dates.

For example, your organization may block the first, second, and third days of the month to support month-end reconciliation. Customers will see those dates grayed out and cannot select them.

To configure blackout dates, contact the Partner Enablement Team.

Payment Processing Time

All autopay payments process at 8:00 AM CT.

Select a Payment Method

Customers can use a stored bank account or credit card for autopay. They can also add a new bank account or credit card during setup.

Available payment methods may depend on your payment configuration.

Autopay Tags in the Team Hub

After autopay is set up, an Autopay Enrolled tag is automatically applied to all client accounts with the enrolled account ID.

This tag appears in the Clients list.

The tag is removed when autopay is removed.

Manage Autopay in the Customer Portal

After autopay is enabled, customers see an Autopay Enabled banner on the Statements and Balances pages.

Customers can manage autopay by:

Clicking Manage Autopay on the banner
Going to Account > Autopay

From the Autopay page, customers can:

View the next scheduled payment
Edit autopay
Cancel autopay

To view completed payments, customers should go to Payment History in the Customer Portal.

Set Up Autopay on Behalf of a Customer

Admins and Super Admins can set up autopay for customers from the Team Hub.

Go to the Clients tab.
Open the customer’s account.
Use the dropdown below the customer’s name to open the Client Profile.
Select the Autopay tab.
Follow the same setup steps used in the Customer Portal.

This is helpful for customers who want to use autopay but need assistance setting it up.

Failed and Suspended Autopay Payments

If an autopay payment fails due to incorrect account information or insufficient funds, the customer and internal users related to that account receive a failed payment notification. This notification will go to the email(s) designated in the location notification settings for the type of payment.

The failed payment is not retried immediately. The system will try again on the next two scheduled autopay dates.

If the autopay continues to fail after the allowed retry attempts, the autopay is marked as Suspended due to repeated failures.

When autopay is suspended, future autopay payments do not continue until the autopay is updated.

A suspended autopay can be reactivated by editing and saving the autopay record. After the autopay is successfully updated, the status changes back to active.

Autopay Notifications

Client Notifications

Customers receive notifications related to autopay activity based on their Billing & Finance notification settings.

Customers may receive notifications by:

Email
Text message
App notification

Customers receive notifications when:

Autopay is created
Autopay is canceled
An autopay payment fails
An autopay draft is coming up

By default, reminder notifications are sent 3 days before the autopay draft.

To change the reminder timing, contact the Partner Experience Team.

If a customer has multiple account IDs enrolled in autopay, the customer receives separate notifications for each enrolled account ID.

Skipping Draft Notifications for Non-Positive Balances

When this setting is enabled, autopay draft reminder notifications will not be sent if the applicable balance is $0 or negative at the time the notification is scheduled to send. This helps prevent customers from receiving draft reminders for payments that will not be processed.

How this setting applies depends on the autopay type:

Fixed Amount Autopay
Draft reminder notifications are always sent because a fixed payment amount will still be processed regardless of the account balance.
Account Balance, Invoice Balance, Statement Balance, and Budget Billing Autopay
Draft reminder notifications are suppressed if the applicable balance is $0 or less when the notification is scheduled to send.

Note: The balance is evaluated when the notification is sent, not when the autopay is originally scheduled. If the balance changes before the scheduled payment date, the autopay may still process successfully.

Internal Notifications

When a customer enables autopay, notification emails can be sent to both the assigned salesperson and your Finance team.

To configure Finance team notification recipients:

In the Team Hub, go to Admin.
Select Backup Notifications.
Under Finance Notifications, enter the email address(es) that should receive autopay notifications.

Any email addresses listed in the Finance Notifications section will receive autopay-related notifications, including when a customer successfully activates autopay.

Export Autopay Data

The Clients Account Export in Team Hub → Clients includes autopay schedule and autopay type information. This allows your credit team to filter and segment customers based on their scheduled payment date and autopay type without opening individual client accounts.

To download the export, navigate to Team Hub → Clients and click Export.

Quick Summary Points

Customers can set up autopay from Account > Autopay or from the Balances tab.
Admins and Super Admins can set up autopay for customers from the Team Hub.
Autopay payments process at 8:00 AM CT.
Customers can use bank accounts or credit cards for autopay.
Statement Balance Autopay requires backend setup.
Autopay payments follow the same ERP posting rules as current balance payments.
If ERP posting is not available, payment details are emailed to the internal users set up to receive those notifications.
Customers enrolled in autopay are automatically tagged in the Clients list.

If you have questions about autopay setup or configuration, contact the Partner Experience Team at help@agvend.com or 512-812-9399.