Automated payments in recurring templates ensure timely invoice settlement without waiting for customer action. This feature automatically deducts the invoice amount from the customer’s credit card on the due date.
Enabling Auto Payment #
You can enable this option for both new and old invoices. To do so, start by going to the Recurring Invoices section in your Payments tab.
- Create your new recurring invoice as normal, or click on the three dots icon next to an existing invoice to open the options, then click View.
- Within the Invoice Builder, click on the three dots located in the upper-right corner of the screen. This will open a dropdown menu, allowing you to select the “Manage Auto Payment” option.
- Enable the Manage Auto Payment feature by toggling the switch. Once the switch is toggled, you can proceed to select the appropriate payment method, such as the customer’s card, a saved card, or a new card.
- Customer Card: Automatically charges the customer using the card they initially used for payment in the recurring template.
- Saved Card: Utilizes any saved cards associated with the customer for automatic charges on each due date.
- New Card: Allows input of new card details for charging customers on specific cards when invoices are due in the recurring template.
Once the card is chosen, click the update button to apply your changes. With these few steps, you can easily enable or manage auto payments, ensuring smoother operations and uninterrupted revenue.
Frequently Asked Questions #
How will I be notified of auto payments? #
Both the account user and the end customer receive notifications for every successful or failed child invoice within the recurring template. The end customer is also notified in advance before any automatic charge, with the notice sent the number of days in advance specified in the recurring settings.
What happens if an auto-payment fails? #
Both the end customer and the invoice sender are notified by email. If the customer pays with the same or a new card after notification, the new card is saved for future auto-payments; otherwise the system retries.
How many times will payment be retried in case of failure? #
If auto-payment fails, two additional attempts are made, each 24 hours apart. If still unsuccessful, the end customer must pay the invoice manually.
How do I end auto-payments on a recurring template? #
Open the recurring invoice in the Invoice Builder, select “Manage Auto-payments,” and turn off the auto-payment toggle to stop future automatic charges.
Which payment methods can be used for auto-payment? #
You can charge the customer’s original card, any saved card associated with the customer, or a new card entered specifically for the recurring template.
Can I enable auto-payment on an existing recurring invoice? #
Yes. Auto-payment can be enabled on both new and existing recurring invoices through the Manage Auto Payment option in the Invoice Builder.
