There are two ways to pay for a personal or company invoice: manual and automatic.
Manual Payment
Manual payment is required in two cases:
A user or a company has no default payment method on the Membership > Payments page.
A user or a company has a default payment method on file, but the "Auto-Pay" option is disabled for them. Manage Auto-Pay
The app sends email, push, and persistent widget notifications when an invoice is issued.
All notifications include a link to the invoice details page with an option to view the invoice PDF. Users can enter their bank card details on this page and complete the payment. Optionally, a user can save the card as a default payment method for future automatic payment collection.
To pay the personal invoice, users go to Membership > Invoices > select the unpaid invoice > select the payment method.
To pay the company invoice, company managers go to Membership > Invoices (under the name of the company) > select the unpaid invoice > select the payment method.
Automatic Payment
If a default payment method is on file and "Auto-Pay" is turned on, the system will process the payment automatically as soon as the invoice is issued.
A user (personal invoice) or company users and the 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.