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Enable Auto Pay for a customer
Find out how to turn on a customer's automatic payments.
On this page:
Overview
If a customer has a payment method on file, you can enable automatic payments of their invoices.
Tip: If you need to add their credit card or bank account information, refer to Add a payment method for a customer.
Follow these steps to turn on Auto Pay.
Enable Auto Pay for a customer
- Select Customers from the navigation menu.
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- Find and select your customer.
Tip: You can search by Salesperson, use the customer filters, or start typing into the search box.
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- Select the Invoices tab, then the +Enable link.Tip: If your customer does not have a payment method added, you will need to add their credit card or bank account information for them. Refer to Add a payment method for a customer.
- Read the popup notification and confirm by selecting I Agree.
- Confirm the customer's payment method and the schedule for automatic payments, then select Enable Auto Pay.
Result
The customer's payment method will now be charged automatically according to the schedule you've chosen.
Tip: If you or the customer remove the payment method currently associated with their Auto Pay, it will disable automatic payments .
