By default, invoices added to Corpay One are paid automatically on the stated due date, or on the due date you choose yourself, once they have been approved. You can easily turn this off if you want to control which payments are made and when.
Below you can read more about the different ways to set up automatic payment (Auto-Pay).
Note: If Auto-Pay is disabled on an invoice, the invoice is only paid once you click the Pay now button on that invoice.
1. Set Auto-Pay generally for a type of payment method
Under Settings > Advanced > Payments you can use the Auto-Pay tab to choose whether payments made with a bank account as the payment method are paid automatically or manually. Check the relevant box to select the setting you want:
2. Turn off Auto-Pay for specific cases with Workflow
With workflows you can define an unlimited number of scenarios in which Auto-Pay is turned off automatically. To do that, create one or more workflows that automatically disable Auto-Pay on the invoices that match the triggers of those workflows.
Under Tools >Workflow, click the Create new workflow button on the right side of the screen, then Start from scratch > Document. First select the triggers that an invoice must match to activate the workflow. Then select the actions you want Corpay One to perform automatically on those invoices. This is where you select Disable automatic payment:
From then on, no invoice that activates the workflow is paid automatically, because Auto-Pay is switched off on each individual invoice.
Note that switching off Auto-Pay this way does not change the general Auto-Pay settings described in the first section; it applies only to the invoices that activate the workflow.