If a company has automatic payments enabled, Kube sets that company's positive-value invoices to be automatically paid when Kube runs the Payments scheduled task on invoice due dates. You can manually turn off automatic payments for individual invoices to prevent Kube from automatically collecting payment for those invoices. For more information, see Setting whether companies make automatic payments and Scheduled Tasks.
When automatic payments are enabled for an invoice, Kube shows automatic payment information in the Status column on the Invoices screen. Kube displays the number of payment attempts it has made for the invoice, the date of the next payment attempt, and the last four digits of the company's default payment method that Kube will use to collect payment. If a company has automatic payments enabled but no payment method on file, Kube displays an amber alert label in the Status column. A payment method must be added for automatic payments to run. For more information, see Adding a company payment method.
If you manually accept a disputed payment, void, or NSF a payment, Kube automatically disables automatic payments for the invoices paid with that payment. Kube does not collect automatic payments for invoices with a negative value and hides the auto pay option for those invoices.
NOTE: If automatic payments are disabled for an invoice, you can enable them through the steps below and by selecting Turn On Auto Pay from the invoice's drop-down menu. If the company does not have automatic payments enabled, however, you cannot enable automatic payments. For more information, see Setting whether companies make automatic payments.
To turn off automatic payments for an invoice
Select Receivables in the top menu and select Invoices from the drop-down menu.
NOTE: If your organization does not use invoice approval, Kube hides the Approval Pending screen and the Approved screen appears instead. If this is the case, skip to Step 3. For more information, see Turning invoice approval on or off.
Select the Approved tab.
Locate the invoice in the grid and click the Additional Options button next to an unpaid invoice.
Select Turn Off Auto Pay from the drop-down menu.