How to Stop Automatically Generated Contractor Payment Drafts

RemoFirst automatically generates draft payments for contractors who have a recurring payment frequency, such as weekly, monthly, semi-monthly, or every two weeks.

If you do not want recurring drafts to be generated, set the contractor’s payment frequency to None. You will then need to create payments manually or review payments generated from approved work items, such as timesheets or milestones.

Important: Selecting None stops future recurring payment drafts. It does not cancel existing drafts, generated invoices, pending payments, or amounts already owed to the contractor.

Select None when adding a contractor

To add a contractor without recurring payment drafts:

1. Go to People > Add new hire.
2. Select Contractor.
3. Enter the contractor’s personal and engagement information.
4. Complete the job details.
5. In the compensation section, enter the contractor’s rate type, rate, and currency.
6. Under Payment frequency, select None.
7. Review the information and select Add Contractor.

The contractor will not have recurring payments generated automatically. When payment becomes due, you must create or approve the applicable payment and generate an invoice.

Stop recurring drafts for an existing contractor

To change the payment frequency for an existing contractor:

1. Go to People.
2. Select the applicable contractor.
3. Open the Compensation section.
4. Select Edit.
5. Change the payment frequency to None.
6. Review the change and select Save.

This setting must be updated separately for each contractor.

Review existing payments

Changing the payment frequency to None may not remove payment drafts that were generated before the change.

After saving the new setting:

1. Go to Payments > Pay Contractor.
2. Review any existing payment entries for the contractor.
3. Confirm whether the entries are valid and still need to be invoiced.
4. Update the payments if an existing draft needs to be corrected or removed.

Do not create a replacement payment until the status of the existing entry has been confirmed.

Create future payments

When the payment frequency is set to None, recurring payment drafts will no longer be generated automatically.

Depending on the contractor’s rate type and agreement, future payment entries may be created through:

• A pay-as-you-go payment created manually by the client.
• An approved contractor timesheet.
• An approved milestone.
• An eligible additional payment.

Once the payment appears under Payments > Pay Contractor, review it, select the approved entry, and generate the invoice.

Frequently asked questions

Does selecting None cancel an existing invoice?

No. Changing the payment frequency does not cancel an invoice or payment that has already been generated.

Will the contractor stop receiving payments?

Future recurring drafts will stop, but you can still create or approve payments when payment is due. You must then generate and fund the applicable invoice.

Does this change the contractor agreement?

Changing the platform setting does not automatically amend the signed agreement. If the payment frequency differs from the agreed terms, update the agreement before processing payments under the new arrangement.

Can I apply this setting to every contractor at once?

No. The payment frequency must be reviewed and updated separately for each contractor.

Can I reactivate automatic payment drafts later?

Yes. You can return to the contractor’s compensation settings and select an applicable recurring payment frequency. Ensure that the selected frequency remains consistent with the contractor agreement.

Need assistance?

Chat with us or use the support option in the RemoFirst Help Center and select Contractor Success.

Include the company name, contractor name, current payment frequency, and details of any existing payment or invoice that requires review.