AutoPay

AutoPay automatically collects payment from customers when an invoice is issued by drawing payment from your customer's attached payment method. AutoPay works with ACH, direct debit, and credit card payments.

AutoPay allows you to securely collect and charge payment info for customers. In order to use AutoPay you must follow these simple requirements:

There are multiple ways to securely add payment information to a customer's account.

AutoPay was designed to gracefully handle failed payments. We will automatically retry failed payments according to your retry schedule. If the payment succeeds at any point then the retry schedule will stop. Your customer will also be sent a Failed AutoPay Attempt email. The email will include an Update Payment Info button in case the customer's payment information is out of date.

Failed payments will be retried according to the following schedule by default. You may change the retry schedule in Settings → Accounts Receivable → AutoPay:

After all of the retries have been exhausted then the invoice will be marked as past due. Additionally if this was for a subscription invoice you can control what happens to the subscription in Settings → Subscription Billing → After Subscription Nonpayment.

Let's walk through a basic scenario where we set up AutoPay for a customer by sending them an invoice.

Once a customer's added payment information they can update it at any time through the customer portal by clicking Change in the Payment Method section

Invoices will also have a button to update payment information. Certain payment gateways that have Account Updater enabled will automatically update the customer's payment information if they are issued a new credit card.

If an invoice has an issue date of today or earlier then payment will be collected no earlier than 1 hour after the invoice is issued. Generally you can expect payment to be collected in 1-2 hours. The 1 hour minimum delay gives you time to recover from any potential mistakes.

If the invoice has an issue date in the future then payment will not be collected until the invoice issue date.

You can also change the default offset for collecting an AutoPay payment in Settings → Accounts Receivable → AutoPay → AutoPay Payment Date. This will allow you to increase the time between when the invoice is issued and when payment is collected by some number of days.

Absolutely. If you open the invoice in the dashboard you can trigger payment sooner by clicking Collect now on the invoice. This will initiate a collection attempt immediately.

Yes. When creating an invoice for a customer that has AutoPay enabled, the AutoPay feature can be turned off for this invoice at the top fo the invoice creation page. The system will alert you that the invoice will be automatically charged on issuing. You can press the Turn AutoPay off, which will turn the AutoPay feature off for that particular Invoice.

Invoiced can send these emails with AutoPay:

You can learn more about these emails in the Emails Guide.

In most cases customers are prevented from making payments against AutoPay invoices in the customer portal. The exceptions to this are:

In the Invoiced application you will be able to capture payments for an AutoPay invoice at any time. If you wish to allow customers to submit a payment through the customer portal outside of the above exceptions then you can disable AutoPay for the invoice.