Applies to: Datto Autotask PSA, Xero and QuickBooks Online
Prior to scheduling Automatic Payments, ensure you have:
- Read the Automatic Payments Overview
- Added Terms & Disclaimers
- Configured Auto-Payment settings & Billing Terms
- Created & configured Wise-Pay Clearing Account
- Added Wise-Pay Payers, with a bank account or credit card saved on file and auto-pay terms applied
Here's how to do it:
- Log into Datto Autotask PSA
- Create the Invoice
- Ensure that the invoice is using the correct Payment Term that has been configured in Wise-Pay
- Ensure the invoice date is set to allow the due date to work with the appropriate payment term
- Process the invoice
- Sync the invoice
Note: Sync results post a warning message indicating that a matched Billing term was successfully scheduled for auto-payment processing after syncing the invoice.
Scheduled Payments Widget
To learn more about the Scheduled Payments widget refer to The Scheduled Payment Widget.