Unlocking AutoCount Easy Payment: Advanced strategies for recurring revenue
What is AutoCount Easy Payment Plugin?
The AutoCount Easy Payment Plugin is designed to simplify invoice payment and offset processes within AutoCount. It combines invoice creation, payment collection, and document offsetting into one seamless workflow—similar to how a retail POS system operates. When a user saves an invoice, the system automatically prompts for payment, allowing immediate settlement and optional auto-offset. This eliminates the need for separate AR payment entries and manual reconciliation. The plugin specifically addresses challenges faced by industries with high return rates—such as electronics and spare parts businesses—where handling sales invoices and credit notes efficiently is critical.
AutoCount Easy Payment Plugin Video Guide
- AutoCount Easy Payment Plugin (EN)
Easy Payment Setup
Integration & Offset Setup
- AutoCount Easy Payment Plugin (CN)
简易付款插件设置
集成与自动核销设置
Why You Should Use Easy Payment Plugin?
This plugin increases efficiency by combining invoicing and payment into one smooth process, while automation allows invoices to be automatically offset upon payment (when enabled). It improves accuracy by reducing manual entry errors in AR and reconciliation, and enables faster processing of sales and returns without complicated document linking. With a POS-like experience, users can enjoy a retail-style payment workflow while still maintaining full accounting control. Overall, it saves time, reduces administrative workload, and improves operational speed—especially in fast-moving sales environments.
Who This Plugin is For?
High-Return Industries
Ideal for electronics, IT hardware, and spare parts businesses where frequent returns require faster invoice and credit note offset.
Sales-Driven Businesses
Suitable for companies that regularly handle sales and credit notes and need a smoother settlement process.
Companies Wanting Faster AR
Perfect for businesses seeking a POS-style payment experience with quicker and more efficient AR handling.
Features of the Easy Payment Plugin
Easy Payment Button
Quickly process pending invoices and generate Official Receipts without navigating multiple modules.
Auto Offset Function
Automatically offsets invoices upon payment (when enabled), or records payment only if disabled—offering flexible reconciliation control.
Sales & Purchase Support
Works in both Sales and Purchase modules, ensuring consistent payment processing for all transactions.
Automatic Payment Prompt
When an invoice is saved, a POS-style payment screen appears instantly, allowing immediate settlement without creating a separate AR Payment entry.
Setting Up the Easy Payment Plugin
1. Assign Access Rights
- Assign Access Rights: Go to General Maintenance > Access Right Maintenance in AutoCount Accounting. Expand the SL Plug-In section and select Easy Payment Plugin. Click on it and choose Set Group Access Rights.
- Configure User Group Permissions: In the pop-up window, select the relevant user group (e.g., Admin). Change the permission from Don’t Change to Add, then click OK. Confirm by clicking Yes to apply the rights to all sub-commands.
Pro Tip:
Give full access to finance staff and limit sales users to payment processing only.
2. Configure Easy Payment Settings
- Go to Easy Payment > Setting in AutoCount Accounting. Tick Enable AR Auto Knock-Off and Enable AP Auto Knock-Off, then click Save.
Pro Tip:
Enable auto knock-off only if your reconciliation process is straightforward; disable it if your finance team requires manual verification before offsetting.
How AutoCount Easy Payment Works
1. AR Auto Knock-Off
- Auto Knock-Off: Go to Invoice > New, enter the required details, add items if needed, then click Save. A message will appear asking if you want to create an AR Payment immediately—click Yes. The AR Payment form will automatically open for you to knock off the invoice. Make any necessary adjustments, then click Save to complete the process.
Pro Tip:
Double-check the payment amount and customer details before saving to ensure accurate knock-off and avoid reconciliation issues later.
2. Easy Payment Button
- Easy Payment Button: At the Invoice screen, there is an Easy Payment button that allows you to create a new Official Receipt or apply an unapplied receipt. This same function is also available in the Purchase Invoice module for processing payments on the supplier side.
Pro Tip:
Use the Easy Payment button to quickly apply unapplied receipts before month-end closing to keep your AR and AP balances clean and accurate.
Benefits of the Plugin
Increased Efficiency
Combines invoicing and payment in one step, reducing workflow complexity.
Enhanced Accuracy
Minimizes manual errors by automating payment recording and optional offset.
Significant Time-Saving
Reduces repetitive AR entry and reconciliation tasks, improving overall accounting efficiency.
Seamless Integration
Works directly within the AutoCount Sales and Purchase modules—no external systems required.
Conclusion
The AutoCount Easy Payment Plugin enhances your accounting workflow by delivering greater efficiency, improved accuracy, flexible offset control, and faster handling of sales and returns—all while providing POS-style convenience within a full accounting system. For businesses with high transaction volumes or frequent returns, it significantly reduces manual work and improves overall operational speed.
Frequently Asked Questions
Does the plugin automatically offset invoices after payment?
Yes, if the Auto Offset option is enabled in the settings. If disabled, the system will only create the AR Payment record without performing automatic offset.
Can the plugin be used in both Sales and Purchase modules?
Yes. The plugin supports both Sales and Purchase modules, allowing consistent payment processing for incoming and outgoing transactions.
What happens when I save an invoice?
When an invoice is saved, a POS-style payment interface will automatically appear, allowing you to select a payment method and settle the invoice immediately.
Can I control which users have access to this plugin?
Yes. Administrators can configure user permissions to control who can use the Easy Payment function and manage offset settings.
Interested in Getting AutoCount for your Business?
Contact our sales team today to explore pricing options and get started with the perfect solution for you.