AutoPay Authorization

How to Authorize a Payment Method for AutoPay

Step-by-step guide to enabling AutoPay for your clients

In order for AutoPay to successfully run, you must first create an AutoPay Rule so we can properly tag invoices to AutoPay.

Next, your clients must add a payment method and also provide authorization for AutoPay by checking the appropriate box.

When your clients have provided authorization, you will see the payment method turn green for AutoPay (head to Customers > Payment Methods for a quick consolidated view).

PLEASE NOTE: If your clients simply add a payment method but do not provide authorization, AutoPay will not run, regardless of whether an invoice is tagged to AutoPay or not.

Frequently Asked Questions

Can I turn on/off AutoPay for my customers?▶

Yes - You can toggle a payment method on/off on behalf of your customer.

Watch the tutorial here.

I have created an AutoPay rule, now what?▶

The first step is to create an AutoPay rule. Next, ensure your clients have added a payment method and provided authorization (green toggle). Once both steps are complete, AutoPay will run seamlessly!

I created an AutoPay rule but no payment method is toggled green for AutoPay. Will AutoPay work?▶

No – AutoPay requires both an AutoPay rule and a payment method toggled green. AutoPay is a two-step process.

How can I give the option for my clients to AutoPay every invoice?▶

Create an AutoPay rule for any invoice greater than $0. When your clients add a payment method and provide AutoPay authorization, they are signed up to AutoPay every invoice.