Zomentum Payments' auto-collect functionality, when combined with custom fields, provides a seamless and efficient invoicing experience. It's imperative to periodically reassess and refine your custom filters to ensure alignment with evolving business needs.

Zomentum Payments enhances the invoicing experience by providing MSPs the flexibility to automatically collect payments. With the introduction of custom fields, this process is further streamlined, allowing automatic collection based on specific values set within these fields.

How do Custom Fields Work?

Zomentum Payments enables you to set up an auto-collect feature for your invoices. Read more about this feature here.

So what happens if you do not want every invoice auto-collected for a client?

Partners can send multiple types of invoices to a particular client. With some clients, there are some invoices users require an auto-collect set and others, the client gets to review. 

This is where Custom Field filters come into play. They basically tell the Zomentum Payments portal which invoice is marked for auto-collect and which ones are not. 

If Auto-Collect is enabled at the client level, users can create custom field filters. Users can set up a global default behavior for Auto-Collect.

1. If the default behavior of the custom field selected at a global level is set as Auto-Collect enabled for unmatched custom field filters, then the custom field created at the client level will disable the auto-collect if the incoming invoice has a matching custom field.

2. If the default behavior of the custom field selected at a global level is Auto-Collect disabled for unmatched custom field filters, then the custom field created at the client level will enable the auto-collect if the incoming invoice has a matching custom field.

Configuration & Setup

Determining Auto-Collect with Custom Field

1. Go to My Configuration from the left sidebar within Zomentum Payments. Navigate to the Payments tab.

2. Activate the option labeled "Auto-Collect enabled".

Default Behavior Setup

For situations where the custom field doesn’t match any predefined value, you can dictate the fallback action:

Auto-Collect Disabled: The system won't initiate an automatic collection.

Auto-Collect Enabled: Payment collection will be automatic.

Specifying the QuickBooks Reference Field

Determine which QuickBooks field should be employed for the value check. Available options include:

• Custom Field

• Customer Memo

• Private Note

QuickBooks Online API only returns the first three text custom fields. Only three custom fields will be picked up from QBO and shown in Zomentum Payments. The mapping of the first three fields will be immutable, i.e. even if the first three fields are marked inactive in QuickBooks Advanced, they will still continue to be mapped in the API response.

Client Level Custom Field Filters Configuration

Navigating to Custom Field Filters

In Zomentum Payments, proceed to the end customer section.

Create a New Custom Filter

1. Click on the "Add Custom Filter Field" button under Custom Fields.

2. Enter your custom filter's value, ensuring a precise match with the associated invoice field for auto-collection accuracy.

When Zomentum Payments identifies a matching custom filter, it will collect the invoices based on their scheduled due date.

The custom filter entry should align perfectly with the invoice's field value to activate the auto-collection.