Autopay – Paystand Help Center
- Internal Documentation - Process & Procedures - Support Process and Procedures - Support Internal Processes - How to Use Lyra — AI Reply Drafter - Merchant Communication Guidelines
- Paystand X - Getting Started - What is an ACH Chargeback?
- What is a Dispute?
- Provide Evidence for Disputes
- Request Admin access
- Change your Bank account
- How to Change the Time Zone on the Dashboard
- Branding Materials
- Payment Experience
- Managing Receivables
- Overview: Paystand X Dashboard
- Main Features - Set the Autopay Schedule and Retries
- Implementation - Import/Export Customers
- FAQs - CSV Import Limits
- Paystand Updates - What's new in Paystand - Pre-auth API documentation
- Ecommerce - Magento (AdobeCommerce) - Netsuite Reconciliation for Magento
- Acumatica - Getting Started - What is an ACH Chargeback?
- Network Portal - General - Network Portal — Payer Guide
- Merchant Experience - Features - Collection Plans
- Early Pay - Getting Started - How to Apply for Early Pay – Step-by-Step Guide
- Smart Check - Getting Started - Smart Check Overview
- Microsoft Dynamics 365 Business Central - FAQs - How to Keep the Paystand Extension Updated in Business Central
- Third-Party Extensions Affecting Paystand in Business Central
- What types of discounts are currently supported in the integration with MSDBC?
- Getting Started - What is an ACH Chargeback?
- What is a Dispute?
- Provide Evidence for Disputes
- Request Admin access
- How to Change the Time Zone on the Dashboard
- Branding Materials
- Access to your Paystand Dashboard
- Maximizing Efficiency with Paystand's Microsoft Dynamics Business Central Integration: Your Essential Guide
- Business Central Implementation Guide
- Accounting Cheat Sheet
- How To's - How to Configure Secondary Email Recipients for Invoice Notifications
- Main Features - Customer Filtering and Bulk Apply Overview
- Logo Redirect URL for Payment Experience
- Managing Customer Comments: Add, View, and Pin Notes
- Set the Autopay Schedule and Retries
- Allow external numbers in checkout links
- Using Credit Memos in the Paystand Checkout Experience
- Refunds & Disputes for Business Central
- Automated Cash Application and Deposit Reconciliation
- Pay Now directly from posted sales invoices
- Filter, Sort and Select receivables in your Paystand dashboard
- Push Payments - Push Payments - Push Payments
- Paystand Direct Integration - Dashboard Settings - How to Change the Time Zone on the Dashboard
- Understanding the Balances Tab in the Paystand Dashboard
- Generate Statements for Paystand Account
- User and Access Management - What is an ACH Chargeback?
- Payers and Payments - How to charge a payer's saved fund
- Billing Portal - How to add a Custom Field to a Billing Portal
- Scheduled Payments - How to edit a Schedule Payment
- Payment Reminders - How to create Payment Request
- Bank and Account Management - Change your Bank account
- Paystand Updates - Service Notifications - Scheduled Downtime - December 18, 2022
- Getting Started - Dashboard Features - Send Bulk Email from the Customers Page
- How to assign a payment experience
- Understanding User Roles in the Paystand Dashboard
- How to activate convenience fees?
- How to access the Paystand Dashboard?
- Set the Autopay Schedule and Retries
- Why Am I Receiving Duplicate Payment or Refund Notifications?
- Managing Customer Comments: Add, View, and Pin Notes
- Paystand Platform Release Notes
- Paystand Email Notifications
- Payments - Common Payment Error Codes - Invalid Bank Routing Number
- Error: Minimum transaction amount ($1.00) not met
- Error: Payment exceeds due amount
- Transaction Failed: Card is inactive
- Transaction Failed: Card was declined
- Transaction Failed: Card was reported Stolen/Lost
- Transaction Failed: Insufficient funds
- Transaction Failed: The card is restricted
- Transaction Failed: Suspected fraud
- Transaction Failed: Transaction not permitted
- The card issuer is unable to honor the transaction. Please try a different card or retry in a couple of hours
- Error: Maximum approval amount limit exceeded
- The request failed due to an API error
- Authentication Required
- Issuer Generated Error
- Invalid Amount
- This institution is currently undergoing maintenance. Please try again later.
- There was a problem with the resource
- Service Not Allowed
- Your card number is incorrect
- Zip Code Error Validation
- Request Denied
- Invalid Merchant
- Expired Card
- Do Not Honor
- Generic Decline
- Sold to Another DFI
- Payer not Found
- Transaction not Allowed
- Common Payment Issues
- Why is nothing happening when I click "Pay" on the checkout?
- Why do Split Payments happen?
- What are split payments?
- Bank-to-Bank Payments: Overview, Best Practices & Limitations
- Understanding using Convenience Fees with Paystand
- Configuring Settings to Allow Paystand to Send Emails from Your Domain
- Understanding the Implications of Early Refunds and the ACH Protection Period
- Making a Bank to Bank payment
- Statement Descriptors
- Why would a refund transaction be unsuccessful on the same card used for payment?
- Is there a payment limit?
- What payment methods will be displayed during the checkout process?
- How to cancel a payment?
- Making a Payment
- Navigate the Help Center - How to submit Feedback
- Data Migration - Paystand PGP Public Key
- International Payments & Multiple Currencies - Are there any restrictions on the types of debit cards accepted for multi-currency payments?
- Are there any restrictions on the types of credit cards accepted for multi-currency payments?
- What payment methods are allowed for multi-currency payments?
- Is there a minimum amount required for multi-currency checkouts?
- Are there any limitations or restrictions on credit card payments for international payers?
- What payment methods are accepted for international payers?
- FAQs - How to generate a HAR file for troubleshooting
- When is the earliest I can initiate a refund on a payment?
- How do Credit Card Fees work?
- What is withdrawal?
- How do clearing times work?
- What is a Dispute?
- Why do I have multiple Transfer Reports today?
- Restricted Businesses (Payment Processing)
- High-Risk Merchant Lists and MATCH
- Managing Webhooks During Server Upgrades
- Email Troubleshooting Guide: Resolving Delivery Issues
- Can I add additional recipients for dispute notifications?
- 1099 Form Request
- Canceling your Paystand Account
- What should I do if a customer is not receiving email notifications about their payment?
- Do payers receive a confirmation when they submit payment to us?
- Can I prevent ACH chargebacks from happening?
- Why do I have to pay a dispute fee if there was no successful transaction?
- Can I contest an ACH chargeback?
- What is an ACH Chargeback?
- Security & Compliance - The Direct Debit Guarantee
- Is Paystand secure to process my banking information?
- Paystand Platform Security
- Sending Sensitive Information Securely
- Dealing with Unidentified or Fraudulent Payments
- Setting Up 2FA
- What control do I have over my bank account and transactions?
- Is my bank account information secure when using Paystand?
- What information does Paystand have access to during the payment process?
- How does Paystand facilitate payments without controlling my bank account?
- How can I be assured that my financial information is safe when using Paystand?
- What security measures does Paystand have in place to protect my information?
- Can Paystand control my bank account?
- Paystand Security Overview
- Why is it necessary to enter my address information during the checkout process?
- How is my information secure using Paystand?
- Smart Lockbox - Getting Started - Onboarding
- Paystand's SMART Lockbox
- Best Practices for Manually Matching Checks: Importance and Consequences
- Main features - Check Files Download
- Do's and Don'ts - Dos and Don'ts for SMART Lockbox
- FAQs - Is there a way to view individual items (scans) associated with a batch payment?
- After the customer sends a check, how long does it take for the funds to be in my bank account?
- Does SMART Lockbox process international check payments?
- Does SMART lockbox process checks from the IRS?
- Is there a fee for bounced or voided checks?
- What happens if the customer (payer) does not add the mail stop number?
- Do I get my own PO Address?
- How do you handle other documents included with the checks?
- Refunds for Smart Lockbox Transactions
- NetSuite SuiteApp Integration - Refunds and Disputes - FAQs - How long does it typically take to receive a refund?
- Can I get a refund for the fees related to a payment?
- How to refund the fees associated to a payment?
- How long it takes for a dispute to be resolved?
- Is the dispute settlement reflected in API?
- How much time does a payer have to dispute a charge?
- What is an ACH Chargeback?
- What is a Dispute?
- Provide Evidence for Disputes
- Create a Journal Entry for Disputes in Netsuite
- Best Practices for Disputes & Chargebacks Netsuite
- Refund Best Practices for NetSuite
- Best Practices for Handling Disputes on Sales Orders
- Why is an expense bank account required for handling disputes?
- Main Features - Smart Lockbox - Can I Apply a Check or Unapplied Payment to Multiple Customer Records?
- Manual invoice matching for checks
- Payer Instructions
- Mail Stop Number
- Automatic Invoice Matching
- Checkout - Can we disable the fees and saving from showing in the checkout experience?
- Credit Memos - How to apply Credit Memos to an Invoice or Sales Order
- Fees - How to use Disable Fees
- Funds on file & Tokens - Transferring Payment Tokens Across Subsidiaries in NetSuite
- Dynamic Discounting - Dynamic Discounting
- Paying by Project or Job in NetSuite with Paystand
- Grouped Invoices Support
- Admin & Configuration - Change your Bank account
- NetSuite Bundle Release Notes - NetSuite Bundle Release Notes
- User and Access Management - Request Admin access
- General Ledger & Reconciliation - Changes for GL accounts in Netsuite
- Payment Notifications - Editing NetSuite Payment Notifications
- Taking Payments - Sales Order (SO) - Virtual Terminal - Restricting the Virtual Terminal to Pre-Stored Payment Methods
- Paying a Sales Order (SO) using the Virtual Terminal
- Email Template - Adding an email address to the Customer Record
- Autopay - Removing the Autopay feature for a Sales Order
- Why is the Customer Deposit from the payer not reflected in the Sales Order?
- Why a Sales Order creates a Cash Sale?
- Handling Sales Order (SO)
- Invoice - Autopay - Autopay Failure Reasons - Error: Maximum approval amount limit exceeded
- Autopay request already being processed.
- The card issuer is unable to honor the transaction. Please try a different card or retry in a couple of hours
- Transaction Failed: Transaction not permitted
- Transaction Failed: Suspected fraud
- Transaction Failed: The card issuer generated an error
- Transaction Failed: The card is restricted
- Transaction Failed: The account was closed
- Transaction Failed: The account number is invalid
- Transaction Failed: Invalid transaction or card restriction
- Transaction Failed: Insufficient funds
- Transaction Failed: Card was reported Stolen/Lost
- Transaction Failed: Card was declined
- Transaction Failed: Card is inactive
- Token not synchronized, please update from the customer
- There was an error verifying your invoice(s).
- Invalid Bank Routing Number
- Error: Payment exceeds due amount
- Error: Minimum transaction amount ($1.00) not met
- Error: Invoice(s) may already be paid
- How to reprocesses Autopay failures
- How to tokenize a payment method for Autopay
- Autopay Netsuite
- How to set up an invoice to autopay eligible
- How to review the Autopay Logs
- Removing the Autopay feature for a Customer
- Unapplied Payment - How to Unapply Payment from an Invoice
- Email Template - How to edit NetSuite email templates
- Virtual Terminal - Apply Credits using the Virtual Terminal
- Paying multiple invoices or Statements from the Virtual Terminal
- Saving new funds from Virtual Terminal
- Making Partial Payments for Invoices using the Virtual Terminal
- Disabling Transaction Fees for Invoice Payments using the Virtual Terminal
- Paying an Invoice using the Virtual Terminal
- How to pay all open invoices for the same customer at once in Netsuite
- Handling Invoice(s)
- Maximizing Efficiency with Paystand's NetSuite Integration: Your Essential Guide
- NetSuite FAQs - How to fix Duplicate Payments in Netsuite
- The payer confirms they have processed a payment, why can I not find the Payment in Netsuite?
- Why do I get a "Checkout is currently not available" when opening the Virtual terminal inside Netsuite?
- Troubleshooting Guide: "Checkout Unavailable" Error
- How can you tell the credit card was used by customer vs virtual terminal?
- Why is the Customer Deposit from the payer not reflected in the Sales Order?
- Is it possible to inactivate the Virtual Terminal to take payments for Quotes inside Netsuite?
- Sage Intacct Integration - Getting Started - Change your Bank account
- How to Change the Time Zone on the Dashboard
- Branding Materials
- Sage Intacct Implementation Requirements
- Branding Your Checkout Experience
- Maximizing Efficiency with Paystand's Sage Intacct Integration: Your Essential Guide
- Guide to the Sage Settings Form
- Payer Portal - How To's - How to upload a Contract file
- How to filter payables
- How to select a vendor
- How to download a transaction history CSV file
- Locate payment details of an invoice
- How to pay an invoice from Payer Portal
- How to download a PDF invoice
- Payer Portal Navigation and Features
- Log in to the Payer Portal
- Invite payers to the Payer Portal
- Troubleshooting Payer Portal
- Overview of Payer Portal
- Refunds & Disputes - What is an ACH Chargeback?
- User access and permissions - Request Admin access
- Credit memos - Credit memos
- Main Features - Collections Plan - Customer Filtering and Bulk Apply Overview
- Remove a customer from a Collections Plan
- Remove an invoice from Collections Plan
- Assign a Collections Plan to an invoice
- Assign a Collection Plan to a customer
- Create new Collection Plan
- Paystand Default Collection Plan
- Taking Payments - Logo Redirect URL for Payment Experience
- Invoicing - Invoice Attachments in Collections Emails
- AR Advances - Capture or Request an AR Advance
- Payment Reminders - Send statement for pending invoices
- Manage GL Accounts - Set up account labels in Sage Intacct
- Autopay - Set the Autopay Schedule and Retries
- Troubleshooting - I created an invoice in Sage and it's not showing in Paystand dashboard
- FAQs - Split Payments in Sage Intacct
- How can I add invoices if I find any missing after the sync?
- Can activating (new) dimensions hamper automated reconciliation?
- Can I brand the email payment reminder?
- What happens if an invoice comes in without dimension values?
- Can I brand the email payment reminder?
- What happens to reconciliation if there is a duplicate payment?
- Can I update a customer's email address?
- Is there a penalty for handling refunds?
- When is the earliest I can initiate a refund on a payment?
- How often does Paystand handle bank reconciliations?
- Can I have multiple portals for each of my subsidiaries?
- Can the payment reminder be forwarded to another email to pay?
- Can the payment reminder be sent to multiple email addresses?
- Does Paystand take Bank Network payments over the Virtual Terminal?
- Do you have an account updater on the credit cards before they expire?
- Can activating (new) dimensions hamper automated reconciliation?
- Why does a payment made through Paystand get "stuck" in the Paystand clearing account?
- Why don’t my aging reports match my transaction data?
- If there is a refund or a dispute will the invoice status change in Sage?
- Do you reconcile payments made outside of Paystand?
- Does Autopay allow for partial payments?
- Can bank transfers be used for monthly payments? Does the customer need to authorize each transfer by logging into their bank account every month?
- How does Paystand handle refunds in Sage?
- What happens when you take a payment with no invoice attached?
The “AutoPay” button, as the name suggests, allows you to execute an automated payment using a payment method token already saved for a customer.
With the AutoPay feature, you simply need to select a token on file and choose the date for the payment. You also have the option to send a reminder up to 10 days before the AutoPay date.
There are two ways to set up AutoPay:
- Invoice-level:
- Go to the Receivables page
- Select invoices
- Click the “AutoPay” button
- Customer-level:
- Go to the Customers page
- Select a customer
- Click the “AutoPay” button
Table of contents
Autopay