AccountingAutotask Professional Services Automation (PSA)


Bill & Pay is a complete invoicing and payment solution that will streamline your accounts receivable process. Accept e-Checks/ACH and Credit Cards for one-time payments or recurring variable payments.

For QuickBooks users, the Bill & Pay app includes an automated sync of customers, invoices, payments and more. The app will automate the Bill & Pay signup process within your Autotask account. After the account is setup, you select either QuickBooks Desktop or QuickBooks Online and a wizard will complete the connection to your QuickBooks account. Our online “Get Started Guide” walks you through key options to customize the features you want.

Integration Features

  • Bill & Pay for Autotask works with Autotask accounts that use QuickBooks Desktop and QuickBooks Online. Receive credit card and ACH payments from your customers that automatically post into QuickBooks.
  • Accept ACH and Credit Cards
  • Integrated with QuickBooks Desktop and QuickBooks Online – invoices marked paid
  • Email Unlimited Invoices with a Link to Pay
  • Branded Customer Portal with Account History
  • No Customer Account Required
  • Payment Reminder Emails
  • “Pay Now” Link for Your Web Site
  • Auto-pay the Invoice Balance Due
  • Payment Plans
  • Subscription Payments
  • Credit Card Expiration Emails
  • Attach PDF’s to Invoices
  • Email Delivery Reports
  • Level 3 Processing
  • API Access
  • USA Customer Support Team
  • Additional Features – Extra Fees Apply:
  • Email Customer Statements
  • Payment Surcharges
  • Embed Customer Portal in Your Web Site
  • Document Storage
  • Bill & Pay is configured for use by United States businesses only; however, we have companies accepting payments from countries all over the world.
  • English only
  • Axia is the merchant service provider for Autotask users who integrate to Bil & Pay. Zac Ernst will be able to answer questions for account set up in both Axia and Bill and Pay.

Please use our Autotask sign up link found here:

Direct: 805 679.8133
Phone: 800-654-5540.