AutoPay is available for Invoices
Your customers have the ability to save their payment method on file to automatically pay any future invoice you send to them.
AutoPay is available on invoices only. If you need information on recurring payments collected through your payment form, see our article: Collecting Recurring Payments through Payment Form.
When your customers enroll with AutoPay, they can avoid typing in their payment information each time each time you send them a new invoice. Instead, your customer will be able to have automatic payments made to the invoices that are due via the payment method of their choice.
Setting up AutoPay for your customer
You can set up AutoPay on behalf of your customer:
- Go to your Invoices list, then highlight an outstanding invoice for that customer.
- In the right-side menu, click Pay invoice.
- Complete the payment method information for your customer, then check the box Turn on AutoPay - pay future invoices automatically then click Pay Invoice.
AutoPay will be enabled for all invoices not yet due or created in the future for that customer.
Customer Setup
In order to set up AutoPay, your customer will go through the normal process of paying an invoice. They will check the Turn on AutoPay - pay future invoices automatically checkbox to save their payment method on file for future invoices.
Information will display about the AutoPay feature, as well as provide contact information for our support team in case there are additional questions or concerns.
Note: Invoices already past due will not be paid with AutoPay, only those with a future due date.