Autopay processes payments at 12:01 AM Pacific Time on the due date of the invoice. This timing ensures that payments are initiated promptly at the start of the day.
Enabling Autopay after the due date: If the invoice is already past due when Autopay is enabled, the system will schedule payment for the next day. This allows you to quickly settle any outstanding balances without further manual intervention.
Invoice terms and due dates: The invoice terms (e.g., "Net 8") work in combination with the invoice's issue date to determine the due date. For example, an invoice with "Net 8" terms means the payment is due 8 days after the invoice date.
Past due invoices: If the invoice's due date has already passed, Autopay will treat the unpaid balance as due and attempt to collect payment. This ensures outstanding amounts are addressed promptly and reduces the risk of further late fees. The only exception to that rule is that if you send a due upon receipt invoice. When you send an invoice to the customer, the AutoPay processing time has already passed. This means that any Due Upon Receipt invoices with AutoPay enabled will process the following day.
What happens if Autopay declines?
The payment will automatically retry twice (two days, once per day) after the first failed autopay. After three attempts to process autopay, the system will automatically remove the autopay from the customer's profile. The payment method will remain on file and can be reenabled.
How do I create an account credit?
Please review the steps in this video https://intercom.help/hauler-hero/en/articles/10752772-credit-memo
How do I enter batch payments?
What processor integrates with Hauler Hero?
Hauler Hero is currently integrated with two processors FiServ & Hauler Hero Payments (powered by Forstis)
To easily find which processor you're connected to, go to Settings ⚙️ > Integrations
The processor you are connected to will display with the green active toggle
You are not required to use our processing option, however at this time we do not offer an integration with another processor.
Should you use an outside processor, we recommend marking the invoice as paid by "Other" and using the note section of the payment to indicate where the payment was processed from.
How can I locate Declined Payments?
Please review the steps here: https://intercom.help/hauler-hero/en/articles/7169997-declined-payment
Failed ACH payments https://intercom.help/hauler-hero/en/articles/8780012-ach-reject
Can I save a payment to a customers profile?
Absolutely. Please review the steps here: https://intercom.help/hauler-hero/en/articles/7016779-saving-payment-method-while-processing-a-payment
Payment Receipts:
When a payment is processed & the customer has an email on file in the contact section = A payment receipt will automatically be sent via email
Automated receipts will be sent for: Autopay Payments, Customer issuing payment from the portal, Hauler entering payment in Hauler Hero.
All payment types: Cash, Check, Credit Card, ACH & Other
A receipt will be sent if the issued payment creates an account credit
A receipt will NOT send when account credit is applied as payment to an invoice
A declined notification is automatically sent when the payment declines.
