Set Auto-Pay and reminder rules, then see what is scheduled, what was promised, and what is still past due.
Payment Submissions
Request a PaymentPayment Submissions
Request a PaymentFollow the work from what is set to charge, through what still needs your team, to the payments behind a bank deposit.
Auto-Pay charges statement balances on the schedule chosen at enrollment, whether your team enrolls the account or the Pro enrolls themselves. You set what starts a reminder, when it sends, and what it says; Toolbx rechecks the account before each send and skips it if the rule no longer matches.
Enroll in Auto-Pay
Automatically pay your balance on time - set it and forget it!
What would you like to pay automatically?
Statement Balance
Billed Monthly on 15th
Current Balance
Billed Monthly on 15th
Select preferred payment method:
Add New CardCredit Cards
ACH Direct Debit
The Accounts list puts Days past due, assignee, amount outstanding, total past due, and every aging bucket in one row. Log the amount and expected date a Pro promised; split a past-due balance into installments that charge on schedule once the Pro accepts.
Accounts
Total outstanding
$210,884.40
Total past due
$101,956.45
Accounts
Total outstanding
$210,884.40
Total past due
$101,956.45
Balance Transfers breaks a bank deposit into the payments behind it.
Reports
Bank Transfer Details
Deposited Aug 12, 2026 · 6 payments
Reports
Bank Transfer Details
Deposited Aug 12, 2026 · 6 payments
“That is how we handle all of our collections now. We create links and we send payment links via text or email to customers... they make a payment and we're collected.”
April Hayes, Credit & A/R Manager, Nation's Best~3
hrs/day AR team time saved
93%
ACH payment adoption
Automatic AR requests
Generate payment requests for enrolled past-due accounts on a schedule, then review the batch before anything goes out.
Payment Requests
Request a paymentBulk requestNotifications at every step
Keep your team and the Pro updated before a charge, after it succeeds, and when a failure needs action.
Monthly Past Due Payments
Logic
Generate Payment Reminder for Invoices Before Due Date
Includes a payment request
Communication
Payment Reminder Please use this link to make an online payment for Invoice/Statement/Order No. {number} for a total of {amount} {link}
Hi {customer name}, this is a friendly reminder that your early pay discount for statements {reference(s)} will expire soon on your account, {account name}. You can view your account or make a payment using the link below: {link}
Run history
| Date | Reminders sent | Payment requests | Payments received |
|---|---|---|---|
| Aug 2, 2026 | 17 | 17 | 6 |
| Jul 3, 2026 | 14 | 14 | 5 |
| Jun 3, 2026 | 9 | 9 | 4 |
| May 4, 2026 | 11 | 11 | 3 |
Failed-payment retries
Failed charges retry automatically. Your team or the Pro can add a new payment method before the next attempt.
Auto-Pay
Harley Homes · LMBR YARD Richmond| Auto-Pay Name | Amount | Date Started | Payment Type | Created By | Status |
|---|---|---|---|---|---|
| Current Balance | $2,150.50 | Apr 13, 2026 | CC (visa) •••8346 | Store Associate | Open |
| Statement Balance | $1,380.25 | Jun 28, 2026 | ACH •••6390 | Dave Kruger | Open |
| Current Balance | $400.75 | Dec 13, 2025 | CC (visa) •••8346 | Dave Kruger | Cancelled |
Payment date
1st of month
Payment method
CC •••8346
Frequency
Monthly
Total processed
$8,602.00
Total transactions
5
Failed transactions
1
Payments
Early-pay discount reminders
Remind a Pro before the early-pay window on a statement closes.
Payment Reminders
Promise acknowledgment tracking
See whether the Pro opened the promise, alongside its amount, expected date, and internal notes.
Promise to Pay
Open promises (2)
$17,621.50
Missed, at risk
$3,180.90
Bulk payment requests
Create payment requests for a list of accounts in one action.
Payment Requests
Request a paymentBulk requestPayment Requests
Request a paymentBulk request
45 minutes with a product specialist.
