Clients can enroll in automatic payments for recurring invoices. Once enrolled in auto pay, your client will be automatically charged on the date each invoice in the recurrence is sent!
When auto pay is available (see requirements below), the option to enroll will appear below the credit card field during the payment process. Clients can start this process by clicking Pay Now on a recurring invoice.
The invoice must have been generated by a recurring invoice.
The client must choose Pay with Card if shown the option (Stripe e-Check and PayPal are not compatible with auto pay).
The client must pay with credit card.
How can I tell if my client enrolled in autopay?
Inside the client's project under Invoices >> Recurring Invoices, you'll see the autopay status of any recurring invoices.
Will my client still be charged if I end the recurrence?
No. Clicking End Recurrence on a recurring invoice will cancel autopay and no further automatic charges will occur. We do recommend ending the recurrence at least 48 hours before the next billing to ensure there is no accidental charge. If you start the recurring invoice again, the client must re-enroll in autopay.
Where is my client's credit card information saved?
The payment processor (Stripe or Square) connected to your account will securely save the credit card details needed to process the automatic payments.
What if my client forgets to enroll in autopay on the first invoice?
Your client can enroll on any invoice generated by a recurring invoice. They will be able to enroll on the next invoice!
Can I enroll on behalf of my client?
No, your client must turn on auto pay after entering their own payment information.
Will my client still get a copy of their invoice if they enroll in autopay?
Yes! Future invoices will still be sent to the client, even if they have enrolled in automatic payments.
Can my client opt-out or update their billing?
No. Your client should contact you if they would like to end their billing or update their card information. You will need to end the recurrence and start it again. The client can then re-enroll in autopay with a new card.
What happens if my client's payment fails?
Your client will receive an email with a link to the invoice so that they can manually pay and update their credit card information. You can edit this automatic email under Templates >> Canned Emails >> Edit Templates >> Failed Recurring Invoice Payment.
You also have the option to receive a notification when a payment fails.
Can I set up automatic payments on a payment plan?
No, clients can only enroll in autopay on recurring invoices at this time.