The "Auto-pay" property allows you to collect payments from customers automatically.
With the help of Auto-pay, invoices are charged automatically to the default payment method the customer has on file and paid within seconds. If Auto-pay is turned off, the customer needs 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 customer has a recurring subscription.
A customer has a default payment method.
The customer's payment method is automatically set as default after the first invoice payment, or can be manually added and set as default.
Manage Auto-pay
Auto-pay is enabled for each customer by default, without requiring any additional configurations. However, if necessary, you can manage the "Auto-pay" property for a specific user or company:
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 the customer's invoice wasn't auto-charged?
What should I do if the customer's invoice wasn't auto-charged?
Automatic payment can fail for several reasons, such as:
No default payment method was set when the invoice was issued
The payment failed due to insufficient funds
The transaction was declined for another reason.
You can always manually retry the charge for the invoice once again:
Go to the customer profile and ensure they have a payment method added.
Then, open the unpaid invoice and click
Chargeto retry the payment instantly.