Autopay can be enabled for a customer you wish to enroll in automatic payments for any Billing Schedule. This can be accomplished in two ways:
- You collect their payment method manually and input in their customer record. Once you have added a payment method to a customer record in the Customer Dashboard you will see a toggle to flip on autopay. NOTE: When using this method, it is still important to have them acknowledge and sign an autopay authorization.
- When creating a Billing Schedule for a customer, the first payment can be collected via payment request. On this payment request, we can capture their Autopay authorization through a toggle switch on the request user interface:
If they enable autopay, subsequent invoices that generate will automatically process. Here are the terms they agree to: