Autobooks allows your customer to set up AutoPay for future invoices from your business which saves your customer time (and allows you to get paid on time, every time).
If you need to cancel or refund a payment on an invoice when the customer has set up autopay, you'll want to follow the below steps. If you're not sure your customer has set up AutoPay, check out our article here.
- Cancel the invoice (check out our article on how to cancel an invoice here)
Because the customer has saved a payment method on file with Autobooks for any invoices from you, you'll need to first cancel the invoice that triggered the customer's payment as a first step. - Refund or cancel the customer payment (check out our article on how to refund an invoice payment here).
Refunding the payment after canceling the invoice is crucial if the customer has Autopay enabled. IMPORTANT: If the refund step is completed before canceling the invoice, the original invoice will be considered past due and Autobooks will reprocess a payment using AutoPay. If you have performed these steps out of order, reach out to Autobooks to remedy the refund.