When sending a recurring payment request to a customer, they’ll be able to opt into Auto-Pay. Auto-Pay lets customers pay once and then save their credit card information so that all future payments can be made automatically.
Attention: If a customer has set up Auto-Pay, they’ll receive a reminder text two days before the payment is charged to their card.
Turning on Auto-Pay
- Click the recurring payment link.
- Click Pay with card.
- Enter your credit card information.
- Click Save this card. (This option is required for Auto-Pay.)
- Turn on Set up Auto-Pay.
- Click Enroll in Auto-Pay.
- Click Pay.
Switching an Auto-Pay Credit Card
A customer might need to switch the card they’re using for Auto-Pay because the card has expired, they’ve received a new card number, or they’ve closed their credit card account.
Attention: A customer can save up to three credit cards at once. If they already have three saved cards, they’ll need to delete an existing one before they can add a new card.
To switch the Auto-Pay credit card:
- Click the recurring payment link.
- Click Manage Auto-Pay.
- Click Card on File.
- Either select a different saved card, or click Add a new card.
- Enter the credit card information, and click Save card.
- Click Close.
Turning off Auto-Pay
If a customer no longer wants to make payments automatically, they can turn it off.
To turn off Auto-Pay:
- Click the recurring payment link.
- Click Turn off Auto-Pay.
