The "Auto-pay" property allows you to collect payments automatically. You can set it at a member or a company level.
With the help of Auto-pay, invoices can be paid within seconds as the invoice fees are charged automatically to the default payment method the member has on file. If Auto-pay is turned off, the member will need to manually pay for each invoice.
Prerequisites
"Auto-pay" functions if the following conditions are fulfilled:
Your location has Stripe, WayForPay, plata by mono, or Tap payment gateway connected. Other payment gateways do not currently support automatic invoice charges.
A user or company has a recurring subscription.
A user has a default payment method. The user's payment method is automatically set as default after the first invoice payment, or can be manually added and set as default by the user.
Manage Auto-pay
Auto-pay is enabled for each individual member and company by default, without requiring any additional configurations. However, if necessary, you can manage the "Auto-pay" property for a specific user or company by following these steps:
Go to the Customers page > open a user or company profile > locate "Auto-pay" on the right-side panel.
To optimize your revenue, ensure prompt payment, and enhance customer satisfaction, we suggest implementing a policy that encourages the use of Auto-pay.
FAQ
What should I do if Auto-pay didn't work for a customer?
What should I do if Auto-pay didn't work for a customer?
Auto-pay usually fails if there is no default payment method added at the moment of invoice issuance. To fix this, ensure the customer has a valid payment method set as default in their profile by adding it (if needed) and setting it as default. Once updated, navigate to the specific invoice and click Charge to collect the payment immediately.
For the smoothest experience, always verify that a customer has added their default payment method before you finalize their subscription. This allows the system to recognize the default payment method the moment the first invoice is generated.