I have a client that bills once per month. I want to export the customers that have a checkbox I created that states yes, along with that month's invoice balance to auto-pay credit cards.
300+ customers need to be autopay a few days after the invoices go out.
I want to automate by creating a cash receipt import…I am wondering if this will work. I realize that Paya runs the credit card at the time the invoice is created.
Are there special steps needed to make this happen
How to automate this?
