Online Library eBook - Processing AutoPay Invoices | Page 3

What is AutoPay? AutoPay in UX Online™ allows you to apply payment for Accounts or Contacts that have opted to pay certain types of invoices automatically. You can use it to process single invoices for membership, subscriptions, and certification renewals; meeting registrations, exhibit invoices; monetary pledge installments; and recurring gifts. The AutoPay process is based on the account or contact that appears in the Bill To field of an invoice. In this eBook we will focus on using AutoPay Invoices, which generates customer payment transactions on eligible single installment invoices for the invoice BillTo accounts (or contacts) that have eligible payment demographic records. Now let’s get started!