Introducing Auto-Charge: The Set-It-and-Forget-It Payment Solution

Tired of chasing overdue payments? It’s time for Auto-charge—a feature from OCTA that automates your payment collection process. No more manual follow-ups, no more missed payments. Auto-charge ensures payments are processed automatically on the due date, saving time and improving cash flow.

What is Auto-Charge?

Auto-charge automates payment processing by triggering payments for customers on their due date, allowing you to:

• Set it and forget it: Payments are triggered automatically for selected customers.
• Global settings: Easily apply settings to all customers or make individual adjustments.
• Seamless integration: Works with your existing AR system to sync payment data.

Why Auto-Charge is Essential for Your AR Process

1. Save Time with Automation

Stop wasting time chasing overdue payments. Auto-charge handles it all automatically, freeing you to focus on more strategic tasks.

2. Reduce DSO and Improve Cash Flow

By automating collections, Auto-charge ensures timely payments, reducing DSO and boosting cash flow.

3. Consistent Collections Every Time

No more missed payments or inconsistent follow-ups. With Auto-charge, payments are processed reliably, creating a predictable cash flow for your business.

Key Benefits of Auto-Charge

Efficiency: Automates payment reminders and collections, reducing manual effort.

Flexibility: Control payment terms and customize settings for each customer.

Accuracy: Minimizes errors in payment processing and reconciliation.

Improved Customer Relationships: Automate without sacrificing personalized communication.

How to Set Up Auto-Charge

1. Log into your OCTA account and navigate to the Advanced settings tab in the Settings section.
2. Enable Auto-charge
3. Select customers who you want to enable auto-charge for and let the system process payments automatically.
4. Automate Your AR with Auto-Charge

Auto-charge is the perfect solution for creditors looking to automate their AR process, reduce DSO, and improve cash flow. With OCTA, you can set it and forget it, knowing that your payments will be collected efficiently and on time.

Ready to take your AR management to the next level? Book a meeting!