Enabling/Disabling Automatic Payments

Last updated on December 08, 2017 14:06 by Jenni E

You can turn On (or Off) 'Automated Payments' as seen at the bottom of the page. This setting is found under Settings > Xero Automation.

When 'Automated Payments' are enabled it means that every time you create a new Invoice in Xero the dashboard will automatically pick it up and charge your customer on the Due Date. 

When 'Automated Payments' are switched off you can still log into your account, sync from Xero and manually process invoices either individually or in bulk from the Invoices Page.

When automated payments are enabled as seen below, you have the additional option of disabling customers on a case by case basis. For example, if you have a customer whom you do not want to bill for a period of time, but who still have outstanding invoices coming up in Xero, you can disable Automated Payments for them manually. Directli will then ignore all future invoices until the function is re-enabled.