Auto Payments
Feature Introduction
Automatic Payments is a universal feature available to all customers as a no-cost feature upgrade.
- Invoices must reference a client in order for automatic payments to be made.
- Auto Payments can be setup on all types of invoices.
When an invoice is set up and the Enable Auto Pay box is checked the payment will be taken on the due date (if a single transaction) or on the day/date chosen in the Recurrence dialog.
Setting Up Auto Payments
The 'Create Invoice' screen now includes a 'Schedule for Auto Payment' option. Once selected, the user will be prompted to either use a saved card (or enter a new card) to associate a payment source with the auto Payment. "Set Recurrence" functionality remains unchanged- the whole series of invoices will have autopay enabled on them.
Note that the due date must be at least one calendar day in the future.
Managing Auto Payments
Future payments can be viewed using the new dashboard "Auto Payments" or on the other financial dashboards via the use of filters and sorting.
In addition, many existing dashboards have had new filters or sortable columns added to them to simplify the management of auto payment-enabled invoices.
- Only enable autopay with client consent.
- Utilize the 'transactions' dashboard sorted by 'auto pay' to easily track down failed payments.
- Note that the 'payment' is run around midnight, the day before the due date. For example, an autopay invoice due Tuesdays will be processed and charged late Monday night.
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