🛠️ How to
To switch a payment collection from Auto Collect to an On Demand workflow—or the other way around—just follow these steps:
Head to the Payments view
Select the payment request / invoice you’d like to update
From the action bar at the bottom of the screen, click 'Change workflow'
Choose either On Demand or Auto Collect
Configure the workflow based on your preferences
Hit Finish to confirm your changes
And that’s it! 🎉 Your workflow is now updated.
🔄 What happens when you switch workflows?
👉 Switching from Auto Collect → On Demand:
We instantly send a distribution email to your customer
This email includes:
A PDF version of the invoice
A secure one-time payment link where they can pay via:
Card
Google Pay
Apple Pay
Pay by Bank
👉 Switching from On Demand → Auto Collect:
If a direct debit mandate is already active:
We send the invoice with a direct debit collection notice
The customer is notified that payment will be taken automatically
If no mandate is active:
We send an email prompting the customer to set up a direct debit mandate
The email includes the invoice as a PDF attachment
Once the mandate is signed, we’ll handle the collection automatically
💡Reminder
On Demand refers to collection via Apple Pay, Google Pay, Card, Bank payment.
Auto Collect refers to collection via direct debit.