PAYMENT AUTOMATION

Auto Payment Debit - Automated Recurring Payments

Automatically process recurring payments and debit customer accounts on schedule. Streamline payment collection and improve cash flow with automated payment processing.

Auto payment debit illustration
BENEFITS OF

Auto Payment Debit

Improved Cash Flow

Automatically collect payments on schedule, ensuring consistent cash flow and reducing the need for manual payment follow-ups.

Time Savings

Eliminate manual payment processing and reduce administrative work. Automated debits handle recurring payments without intervention.

Reduced Payment Delays

Payments are processed automatically on schedule, reducing late payments and ensuring timely collection from customers.

Multiple Payment Accounts

Support multiple payment accounts and methods. Configure default payment accounts and settings for seamless processing.

Customer Convenience

Customers benefit from automatic payments - no need to remember due dates or manually process payments each time.

Payment Tracking

Track all automated payments in one place. Monitor payment status, schedules, and maintain complete payment history.

KEY FEATURES

Powerful Payment Automation Features

Recurring Payments

Automatically process recurring payments on scheduled dates

Default Payment Settings

Configure default payment accounts and methods in organization settings

Multiple Payment Methods

Support for various payment methods including online gateways and bank transfers

Scheduled Debits

Set up automatic debits on specific dates or recurring schedules

Payment Notifications

Receive notifications when payments are processed or if issues occur

Payment History

Maintain complete records of all automated payments and transactions

HOW IT WORKS

Simple Setup, Automatic Processing

STEP 1

Configure Payment Settings

Set up default payment accounts and methods in organization settings. Configure payment preferences, accounts, and automation rules.

STEP 2

Set Up Recurring Payments

Create recurring payment schedules for customers. Set payment frequency, amounts, and dates. Link to invoices or subscriptions.

STEP 3

Automatic Processing

The system automatically processes payments on schedule. Customer accounts are debited, invoices are updated, and you receive notifications.

CONFIGURATION

Flexible Payment Settings

Customize your payment debit settings to match your business needs. Configure default payment accounts, methods, and automation preferences.

Default Payment Accounts

Set up default payment accounts for automatic processing in organization settings

Payment Methods

Configure multiple payment methods including online gateways, bank transfers, and cards

Recurring Schedules

Set up recurring payment schedules - daily, weekly, monthly, or custom intervals

Payment Notifications

Receive alerts when payments are processed, successful, or if any issues occur

Payment settings configuration

Ready to Automate Your Payments?

Start using auto payment debit to streamline recurring payments and improve cash flow. Get started with Upbooks today.