G13. Why isn’t my client’s agreement available for AutoPay?

G13. Why isn’t my client’s agreement available for AutoPay?

Why isn’t my client’s agreement available for Auto-Pay? Why isn’t the agreement showing up in the client’s portal?

Answer:

There are two common reasons an agreement is not visible in the auto-pay section of your client’s portal profile.

  1. The agreement is no longer active or has not yet started.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.
  2. 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.