How does Autopay work and how do I turn it on
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The written steps below already work. Come back to watch it.
How does Autopay work and how do I turn it on. Autopay charges the customer's default saved payment method automatically on each invoice's due date.
The steps, written out
- Make sure the customer has a saved card or bank account (Manage cards).
- Tick Autopay: charge the default method automatically on each due date on that page (or tick Autopay on due date on the customer record).
Tip
Every night, after invoicing, the system charges every Open or Partial invoice that is due or overdue for customers with autopay. Customers without a saved method are skipped. Draft invoices are never charged. The invoice shows how many attempts were made and the next retry date.