Automated payments in recurring templates ensure invoices are settled on time without needing the customer to take 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 existing invoices. To do so, go to the Recurring Invoices section in your Payments tab.

Create your new recurring invoice as normal, or click the three dots icon next to an existing invoice to open the options, then click View.

Within the Invoice Builder, click the three dots in the upper-right corner of the screen. This opens a dropdown menu where you can select the "Manage Auto Payment" option.

Enable the Manage Auto Payment feature by toggling the switch. Once toggled, you can 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 originally used for payment in the recurring template.
  • Saved Card: Uses any saved cards associated with the customer for automatic charges on each due date.
  • New Card: Allows you to enter new card details for charging customers on a specific card 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 enable or manage auto payments, keeping operations running smoothly and revenue uninterrupted.

Frequently Asked Questions

Q: How will I be notified of auto payments?

  • Both the account user and the end customer will receive notifications for every successful or failed child invoice within the recurring template. The end customer will also be notified in advance before any automatic charge is made, with the notification sent "x" days ahead as specified in the recurring settings.

Q: What happens if auto-payment fails?

  • If an auto-payment fails, both the end customer and the invoice sender are notified by email. If the customer pays successfully using the same card or a new card after notification, the new card will be saved for future auto-payments.

If the payment remains unsuccessful, the system will retry twice more, with 24 hours between each attempt. After these retries, if the payment still hasn't been processed, the customer will need to pay the invoice manually.

Q: How many times will payment be retried in case of failure?

  • If the auto-payment fails, two additional attempts will be made, each 24 hours after the initial failure. If payment is still unsuccessful, the end customer must pay the invoice manually.

Q: How do I end auto-payments on a recurring template?

  • Auto-payments can be disabled on an ongoing recurring template by selecting the "Manage Auto-payments" option in the Invoice Builder. This opens the auto-payment scheduling modal, where you can turn off the auto-payment toggle to stop future automatic payments.