Syncing to Schedule Automatic Payments for Datto Autotask PSA

Applies to: Datto Autotask PSA, Xero and QuickBooks Online

Prior to scheduling Auto-Payments, ensure you have:

  • Read the Auto-Payments Overview
  • Added Terms & Disclaimers
  • Configured Auto-Payment settings & Billing Terms
  • Created & configured Wise-Pay Clearing Account
  • Added Wise-Pay Payers, with a bank account or credit card saved on file and auto-pay terms applied

Here's how to do it:  

    1. Log into Datto Autotask PSA
    2. Create the Invoice
    3. Ensure that the invoice is using the correct Payment Term that has been configured in Wise-Pay
    4. Ensure the invoice date is set to allow the due date to work with the appropriate payment term
    5. Process the invoice
    6. Sync the invoice

Note: Sync results post a warning message indicating that a matched Billing term was successfully scheduled for auto-payment processing after syncing the invoice.

Scheduled Payments Widget

To learn more about the Scheuduled Payments widget refer to The Scheduled Payment Widget.

Nemia is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.