Setting Up Autopay

Before you start you MUST have a payment method already linked within ShapeConnect. You can find the steps HERE for that process.

In this guide, we're going to show you how to set up autopayment within a project for any invoices that may be uploaded.

1. From the engagement screen, find the engagement that you have currently in process.
2. Scroll through and locate the autopayment preferences. You will see that they are currently disabled.
3. Click the 'Enable' button to open a screen that allows you to select your payment method and set your payment limit. For instance, you can specify that any invoices over a thousand dollars should not be autopaid.
4. After selecting your payment method and setting your limit, click 'Save Autopayment Preferences.' Your project autopayment preferences will now be enabled and invoices processed will be autopaid by the system.
5. To disable autopayment, click the 'Enabled' button again and select 'Disable Autopayment.' This will stop the system from processing autopayments.

That is how you set up autopayment at the project level within the ShapeConnect platform.