Manage Auto-Pay

The "Auto-Pay" property allows you to collect payments automatically. You can set it at a member or a company level.

Updated over a week ago

With the help of Auto-Pay technology, your invoices can now be paid within seconds. With Auto-Pay enabled, invoice fees will be charged automatically to the default payment method your client has on file. If Auto-Pay is turned off, your customer will need to manually pay for each invoice.

Manage Auto-Pay

You can manage "Auto-Pay" by editing a user and company on the Community page:

  1. Go to Locations > Community > select a user or a company.

  2. Press Edit top right and set the desired value for Auto-Pay.

  3. Press Save.

To optimize your revenue, ensure prompt payment, and enhance customer satisfaction, we suggest implementing a policy that encourages the use of Auto-Pay.

Auto-Pay Prerequisites

Auto-Pay will only function if both of the following conditions are fulfilled:

  1. Your location has either Stripe or WayForPay payment gateways connected.

  2. A user has added a default payment method.

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