Updated April 16, 2024

You have the ability to require your clients to enroll in automatic payments for recurring invoices. Once enrolled in autopay, your client is automatically charged on the date of each invoice!

For information on payment plans, please see autopay on payment plans.

Users who are connected with Dubsado Payments can have Accept Credit Card Payments and/or Accept ACH Payments enabled, since Dubsado Payments allows for clients to enroll in autopay with either a credit card payment or a bank account payment.

To require your clients enroll in autopay, we recommend turning off PayPal as a payment option, since clients can bypass a required autopay by making a payment via PayPal.

If you have Legacy Stripe or Square connected, you must have your payment processor set up to Accept Credit Card Payments in Settings >> Payments and invoices for autopay to work on a recurring invoice.

If you want to require your clients to enroll in autopay, we recommend turning off PayPal and ACH (Legacy Stripe only) as payment options, since clients can bypass a required autopay using these. To prevent clients from bypassing autopay, only allow Accept Credit Card Payments.

If you have a payment plan within your recurring invoice, make sure you don't create more than one payment plan installment! If you have two or more, then autopay can’t be set up on the recurring invoice.

To create multiple payment installments, use a payment plan on an invoice instead. Please go to autopay on payment plans for more information.

Change your autopay setting in Settings >> Payments and invoices. Any changes will take effect on the next invoice.

For detailed information, see autopay enrollment settings.

If autopay is stopped, both you and your client will get an email. The email is auto-generated by Dubsado and can’t be edited.

The following actions will turn off autopay. Your client must manually re-enroll to go back on autopay:

If autopay is set to Required, the following changes occur on the client’s recurring invoice:

If you set autopay to Optional, the autopay enrollment terms will appear, but the client is not required to accept the terms to pay.

Your client can go to an invoice at any time and click Change payment method to update the credit card or bank account on file. Payment changes won’t disrupt or cancel autopay.

Please see what happens with failed payments while on autopay.

To customize your emails, go to Templates >> Canned Emails >> Edit Templates.

Both you and your client will get an email if autopay is stopped on a recurring invoice. The email is auto-generated by Dubsado and can’t be edited.

Change your system notifications under Settings >> Notifications.

Client autopay status appears inside the client’s project under Invoices >> Recurring Invoices.

You have the option to override the autopay preference you chose in Settings. Override is useful if you want specific recurring invoices to have different autopay settings.

To override a recurring invoice within a project:

If you no longer need an overridden invoice, you can revert it back to what you have set in Brand Settings.