24 Jun G13. Why isn’t my client’s agreement available for AutoPay?
Posted at 21:09h in
Why isn’t my client’s agreement available for Auto-Pay? Why isn’t the agreement showing up in the client’s portal?
There are two common reasons an agreement is not visible in the auto-pay section of your client’s portal profile.
- The agreement is no longer active or has not yet started. If the agreement is not active for the client or if the current date is outside the Start-End date range defined on the agreement terms, it may not be shown.
- If the agreement is of a new type, recently created in your ConnectWise, it will be ineligible by default. To enable it, log into the CB Admin area and go to Setup+Billing+Agreement Auto Pay. Select the agreement and use the right arrow to move it to the Enabled list. Save your changes and refresh the client’s auto-pay page.