Configure ACH payment timing
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When clients pay invoices by bank debit, payments typically take 3–5 business days to clear. This setting controls when payment-triggered actions happen: when documents locked to invoices become available to clients, and when jobs linked to invoices or proposals automove to the next pipeline stage.
Before you start
Only firm owners, admins, and team members with Manage invoices access rights can adjust this setting.
Set payment timing
To configure payment timing:
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Go to Settings > Billing > General from the left menu bar.
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In the Pipeline automove and locked documents section, choose one of the options:
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After payment clears: Documents remain locked and jobs stay in their current stage until the invoice status changes to Paid. This ensures funds are received before any downstream actions are triggered. When a client submits an ACH payment and the job hasn’t moved yet, the job card shows a Pipeline automove locked message with a link to this setting.
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Immediately after payment is submitted: Documents unlock and jobs advance to the next stage as soon as clients submit payment details. This provides faster turnaround but acts before payment confirmation.
Important
After switching to Immediately after payment is submitted:
- All invoices with In Progress status will instantly unlock their related documents.
- Jobs linked to invoices or proposals (including deposit payments) will immediately advance to the next pipeline stage.
- If a payment status changes to Failed, documents will not be re-locked and jobs will not be rolled back. The client will still be expected to pay the associated invoice.
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