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RPS Automations - Overview

RPS Automations are workflows that can be set up to make RPS smarter and more efficient in day-to-day operations.

 Recurring Payments > Configuration > Configure Automations 

Automation Name Action
Auto-Send: New Invoices Will send Invoices automatically to your customers.
Xero Group: RPS Group in Xero Automatically adds or removes Xero contacts from a Xero group based on their RPS status when payments are set up or Auto Payments are enabled.
Autotask: Overdue Invoices Automatically update Autotask on Company or Ticket alert detail page so that techs can see if a customer is on stop credit to prevent further debts being accumulated 
Autotask: Onboarding RPS Automatically onboards customers for payments, creates them in Xero, and displays their current payment status in a single UDF on the Autotask company record.

Summary Report

All automations can send an automation summary email once processing is complete. This summary report is sent to the default email address set in your Payment Global Options page.