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Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Article Number: 000003181

Note - This feature may not be available in your portal.

When you turn on Cashflow™, you automate the acceptance of early payment offers upon your customer approving your invoices. Payment is released on the next available payment date based on the program setup. 

If you are enabling Cashflow™ for the first time, you must accept or request a single early payment offer first. Once an invoice is paid early for the first time, the Cashflow™ option will then become available.



Manage Cashflow™ settings by doing the following:

1 -  Log into the portal and select your customer. 

2 - Go to CashFlow™ (top right of the portal page).

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3 - Toggle the Cashflow™ setting to Yes to enable Cashflow™ .

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4 - You will be asked to confirm your request. Click Yes, enable Cashflow™ to confirm turning on the feature.

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5 - You will see confirmation that Cashflow™ is enabled. At this point, all approved invoices in the future will automatically be submitted for early payment.

  • Open/Approved invoices prior to Cashflow™ activation will not be accelerated, but you will be presented with the option to do so. Just select Yes, accelerate approved invoices. The system will accelerate all previously approved invoices that are already eligible for early payment.
  • If you would like the see the early payment rate after an invoice is paid early, see Q. Where can I see discount rates on invoices I have submitted for early payment?


Remember, you are not required to enable Cashflow™. You can continue to accept or request early payment offers individually as needed. You can enable Cashflow™ anytime!


 

How can one-time early payment and Cashflow™ help grow your business?

 

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