Automating Invoice Payments

Invoices are essential tools for informing your clients about the amount they owe and the deadline for payment. They not only help you stay on top of your financial matters but also reduce the likelihood of missing payments. However, when offering Payment Plans, the concern about clients missing future payments might still arise, as they may forget.

The ideal solution to prevent this is by enabling Auto-Payments. This feature allows you to automatically charge your client’s card when a payment is due, without needing any manual input from either you or the client.

How to Enable Auto-Payments:

This option can be activated for both new and existing invoices. Follow these steps to get started:

1. Begin by navigating to the Invoice section in your payments tab.

2. To enable auto-pay for a new invoice, create one as you normally would. For an existing invoice, click the three dots next to it to access the options menu, then choose "Edit."

3. In the Invoice builder, click the "Send/Resend" button. A pop-up window will appear where you can choose the sending method. On the right side, you'll find a toggle labeled "Enable Auto Payment." Switch it on by sliding it to blue.

4. Next, select the card for the auto-payment. You have three options:

• Customer Card: Uses the card input during the first payment.
• Saved Cards: Select a card that is already on file for the client.
• New Card: Manually enter a new card.

5. Once you've selected the card, send the invoice as usual. From this point forward, payments will be collected automatically, saving you the hassle of manual follow-ups and ensuring timely payments without inconveniencing your clients!