How to Manage the Payment Interval Before Invoice Due Date

The payment interval is the number of days before an invoice is due that Upmind automatically charges the client payment method. Upmind has a system default. The payment interval can also be overwritten for each individual client.
Setting the system default payment interval

1. Go to Settings
2. Find the Payment option tile.
3. Under Billing Automation, find the Charge Interval Before Due Date (in Days). This is the number of days before an invoice is due that an invoice will be charged.

Overriding the payment capture setting for individual clients

1. Go to Clients. Select the client you want to manage.
2. Click Settings then Billing. Scroll down to find Billing Automation. Then you can fill in the Payment Capture Interval (in days) for the client.
3. Finally, click Save.