Auto Debit

Auto-Enable Payment – Simplify Your Lead Transactions

The auto-enable payment feature ensures payments are processed seamlessly for your leads, reducing manual effort and keeping transactions timely.

Where to Enable Auto Payment – Accessing the Settings

• Accessing and configuring the auto-payment feature is straightforward:

Accessing the Auto-Payment Setting

• Click Settings in the top-right menu.

• Select Preferences from the dropdown.

• Under Project & CRM Preferences, click Auto Payment.

• The Auto Payment settings page will open.

Pro tip: Enabling auto-payment helps streamline your workflows, ensuring leads are processed efficiently without repeated manual steps.

Enable Auto Payment – Set It and Forget It

The portal allows you to automate payments, making transactions seamless and hassle-free.

What You Can Do Here

• Click the checkbox to enable Auto Payment.

• Click the Save button to confirm your selection.

Pro tip: Use auto payment for recurring invoices to save time and avoid missed payments