Update Current Invoice and Autopay

Overview

This article explains two ways to set up autopay for a customer account in Cornerstone Billing Solutions: adding autopay directly to a recurring charge, and sliding an existing invoice into the autopay file. Follow the appropriate process below based on your situation.

Add Autopay to a Recurring Charge

Use these steps to assign an autopay billing method to a recurring charge on a customer account.

1. Open the customer account. Navigate to the relevant customer account in the system.
2. Click Recurring Charges. This opens the list of recurring charges associated with the account.
3. Highlight and select the charge. Click on the recurring charge you want to set up for autopay.
4. Click the Billing Method dropdown. Locate and open the Billing Method dropdown menu.
5. Select the autopay type. Choose the appropriate autopay method from the dropdown options.
6. Enter the required information. Fill in the autopay details as prompted.
7. Review the date in the "Post On" field. Verify the date shown is correct for when the charge should post.
8. Select the appropriate date. Adjust the Post On date if necessary.
9. Click OK to save. Confirm and save the autopay settings for this charge.

⚠️ IMPORTANT

If there are multiple recurring charges that need to be on autopay, highlight the charge you just edited, then click Apply Billing Method to all Recurring Charges. This will apply the same autopay method to all recurring charges on the account at once.

Slide an Invoice into Autopay

Use these steps to move an existing invoice into the autopay file from the customer's invoice history.

1. Open the customer account. Navigate to the relevant customer account in the system.
2. Click Invoice History. This opens the list of invoices on the account.
3. Highlight the invoice. Select the specific invoice you want to slide into autopay.
4. Click the AUTOPAY icon. Locate and click the AUTOPAY icon in the toolbar or menu.
5. Click OK. Confirm to slide the invoice into the autopay file.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

Copyright © 1999–2026 Cornerstone Billing Solutions. All rights reserved.