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Auto-pay settings

This document outlines the auto-pay settings for invoices and accounts, detailing the changes during retry cycles and the conditions for turning auto-pay on or off.

See the table below for the invoice-level and account-level auto-pay settings for different retry levels in different retry stages.

Retry level

Invoice-level auto-pay setting

Account-level auto-pay setting

Invoice

Turned off when the retry cycle starts.

No change during invoice retry cycles.

Account

  • Once the retry cycle starts, auto-pay is turned off.

  • If no payments have been collected, auto-pay stays off.

  • If payments have been collected, auto-pay is turned on.

Note:

Once the account-level and/or invoice-level auto-pay is turned off, invoices or debit memos for the account will not be picked up in the next payment run. If you want the invoices and debit memos to be picked up during a payment run, you need to manually turn on the auto-pay both on the account level and the invoice level. You must also make sure a valid electronic payment method is configured for the accounts.