Manage autopay or recurring payments

In Key CashFlow, you have 2 ways to setup Autopay.

Autopay for Inbox bills - Create a bill from the Inbox and autopay those bills
Recurring Autopay without bills - Pay your vendor a set amount without a bill

Choose the method that works best for you and your vendor type to save time scheduling payments.

Note: To avoid duplicate payments, only one type of autopay can be active per vendor. If you enable one while the other is already active, the previous autopay setup will be canceled.

Jump to:

Set up Autopay for Inbox bills
Set up recurring Autopay without bills
Edit Autopay
Cancel Autopay
Things to know

Set up Autopay for Inbox bills

Select Contacts
Select the vendor
Select Add Autopay
Enter Autopay details
- Amount - enter the maximum amount you want to pay for each individual bill. Any amount over that limit needs to be scheduled for payment manually.
- Pay from - the account you'd like to use to pay this vendor
- Next payment date - select the day you'd like the first autopayment to deliver
  - Note: Payments that fall on a weekend or holiday will be delivered on the previous business day
- Frequency - how often we should pay this vendor's bills. We will autopay any open bills, up to the maximum amount you've set, based on this frequency.
- Duration - how long you'd like us to keep autopaying this vendor's bills. You can manually cancel at any time, no matter the duration you select here.
- Add a note to the vendor if needed, which will be sent with every payment, i.e. account number.
Select Save

Set up recurring Autopay without bills

From the Pay bills page

Select Schedule Payment on the Pay bills page
Select a vendor from your vendor list or add a new vendor by selecting Add a new vendor
Select Recurring to schedule a recurring Autopay
Enter recurring payment details
- Amount - enter the amount you want to pay each time we send this recurring payment
- Pay from - the account you'd like to use to pay this vendor
- Next payment date - select the day you'd like the first autopayment to deliver
  - Note: Payments that fall on a weekend or holiday will be delivered on the previous business day
- Frequency - how often you'd like us to send this payment
- Duration - how long you'd like us to keep sending recurring payments. You can manually cancel at any time, no matter the duration you select here.
- If your vendor is connected through the network, you can add a note to the vendor they'll be able view in their account.
Select Save

From a vendor record

Select Contacts and then select the vendor you'd like to pay
Select Schedule Payment
Select Recurring to schedule a recurring Autopay
Enter recurring payment details
- Amount - enter the amount you want to pay each time we send this recurring payment
- Pay from - the account you'd like to use to pay this vendor
- Next payment date - select the day you'd like the first autopayment to deliver
  - Note: Payments that fall on a weekend or holiday will be delivered on the previous business day
- Frequency - how often you'd like us to send this payment
- Duration - how long you'd like us to keep sending recurring payments. You can manually cancel at any time, no matter the duration you select here.
- Add a note to the vendor if needed, which will be sent with every payment, i.e. account number.
Select Save

Edit Autopay

You can edit Autopay from several places in Key CashFlow

From the vendor's profile page:

Select Contacts
Select the vendor
Select Edit Autopay on the Autopay schedule you want to edit
Edit the details as needed
Select Save

From the scheduled payments list on the vendor's profile page, or the scheduled payments list or payment history list on the Pay bills tab:

Select the three more options dots next to Edit on any payment record that was part of an Autopay schedule, or select the payment row to open the payment's details
Select Edit autopay details
Edit the details as needed
Select Save

Cancel Autopay

Select Contacts
Select the vendor
Select the three more options dots next to Edit on the Autopay schedule you want to cancel
Select Cancel Autopay
Select Cancel Autopay to confirm

Things to know

To avoid duplicate payments, only one type of Autopay can be active per vendor. If you enable one while the other is already active, the previous Autopay setup will be canceled.
If you've selected a payment Delivery Date that requires the payment to be withdrawn the day you set up Autopay, it could take up to 4 hours for the payment to be initiated.
Once an Autopay payment is scheduled, you can edit the payment that appears in the Scheduled section of the Pay bills tab.