AutoPayment

Created by Emily A, Modified on Tue, 23 Sep at 8:41 PM by Emily A

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.
  • Navigate to Lead to enable or adjust the auto-payment feature.

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





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