Auto-Send payments allows you to bypass the requirement to log in to Viewpost to confirm payments. Instead auto-send allows you to automatically send payments from QuickBooks Online when entered. Auto-Send is currently managed on a vendor level and is enabled in two ways.
In the Auto-Send Payments to Vendor section you can enable Auto-Send for each vendor listed. The alphabetical vendor list includes connected vendors, vendors that have payments waiting for sync confirmation, and vendors that have been sent a payment in the past.
The default setting for all vendors is off. To enable Auto-Send for a vendor, click the toggle in the Auto-Send Column next to the vendor name. The toggle will move to the right and turn blue. Clicking the toggle again will turn off Auto-Send for the vendor.
All payments for enabled vendors will automatically sync to Viewpost for payment. Payments to these vendors will not populate on the payment confirmation page.
The default setting for all vendors is off. To enable Auto-Send for a vendor, click the toggle in the Auto-Send column. Read the confirmation message and click continue. The toggle will move to the right and turn blue. The change only take effects after clicking Send Payments.
Auto-Send can only be turned on when the current sync includes a payment to the vendor. The Auto-Send toggle will turn off if you un-select a payment to that vendor.
Enabling Auto-Send on the confirmation page updates the Sync Setting Page and enables Auto-Send for future payments to the vendor.
For more information on sync frequency and sync results read How frequently are payments auto-sent from my QuickBooks Online file? and Where do I find payment sync results? - Sync History.
