There are two ways to pay by a personal or company invoice: manual and automatic. 

Manual Payment

Manual payment is required in two cases: 

A member or a company has no default payment method on Membership > Payment Methods page.
A member or a company has a default payment method on file, but the "Auto-Pay" option is disabled for them. Manage Auto-Pay.

When invoice is ready for payment the notifications are sent to email and with push, persistent widget in the app.

All notifications include a link to Membership > Invoices > invoice's payment page. On this page, a member can enter their bank card details and complete the payment. Optionally, a member can save the card as a default payment method for future automatic payment collection.

Automatic Payment

If there is a default payment method on file, as soon as the invoice is ready for payment, the system would process the payment automatically. A member (personal invoice) or company managers and company's email (company invoice) are notified that the payment is complete. The notification includes a link to the invoice details page with an option to view the invoice PDF.


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