Auto Payments in Recurring Templates

Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing

Managing customer payments can be a daunting task, especially when it comes to recurring invoices. But worry no more! With the auto payment feature in our recurring templates, you can ensure timely payments without the hassle of waiting for your customers to take action.

This innovative feature allows you to automatically deduct the invoice amount from your customer's credit card on the due date.

Why use Auto Payments?

Auto payments in recurring templates mean you don't have to wait for the customer to pay your invoice on time. The setting automatically deducts the invoice amount on the due date using the customer's credit card.

Note: This article will assume that you have already set up Recurring Invoices. For a detailed overview of how to set up Recurring Invoices, see our article “Creating Recurring Invoices”

Setting up your Auto Payment

• Step 1: In the Recurring Invoice Builder, click the three dots in the top right corner of your window then select Manage Auto Payment

• Step 2: The Auto Payment setup window will appear. Here you can set up auto payments for your customer.

  • This setup also appears in the Schedule Confirmation window when scheduling a new Recurring Invoice.

• Step 3: In the Auto Payment window you will see several options

  • Ensure that the “Enable auto payment” toggle switch is turned on

    • This toggle switch can turn auto payments on and off throughout the life of the recurring invoice setup

  • The “Amount to be paid” parameter will automatically pull the price that is listed in your invoice. This number cannot be changed in this window so it will not be editable.

  • Select your desired payment card option. When setting these up, you have three options for selecting the payment card:

    • Customer card Allows to automatically charge the customer on the same card which is used to make the first payment for the recurring template

    • Saved card If any saved cards exist for the end customer, you can use that card to automatically charge the end customer on every due date for the recurring template

    • New Card - You can also enter new card details to charge the customer on that specific card whenever an invoice is due in the recurring template

  • Once your Auto Payment options are set up, press Update, and your Auto Payment will be set up!

Auto Payment Notifications

• Notification will be sent to you and the end customer upon every success/failure instance of an invoice in the recurring template.

• The end customer will also be notified before deducting the charge automatically. This notification will be sent "x" days in advance, defined in the recurring frequency setting.

• If any invoice is updated before deducting the auto-charge, then the payment will not be processed automatically. In such a case, you would be informed of this via email, and you should share the updated invoice with the end customer to avoid any lost recurring revenue.

What Happens if There is an Auto Payment Failure?

• In case of auto-payment failure from the defined card, the end customer and invoice sender would be notified via email.

• If the customer successfully pays with a new card upon notification of auto-payment failure, then this new card will be updated to deduct auto-payment for all future invoices.

• After the first payment failure, the payment will be retried two more times, at 24-hour intervals. If the payment still is not processed, no further attempt will be made automatically for this payment, and the customer will be required to pay the invoice manually.