Setting Up AutoPay

Start with automatic debit and credit card payments using AutoPay and our Stripe integration.

When the Debit/Credit Card payment method is enabled, you as the company owner will have the ability to allow your customers to pay their invoices automatically.

If you haven't set up online debit/credit card payments, you first need to do that by following this guide.

Setting Up AutoPay

1. Click < to the right of Billing.
2. In the expanded menu click Settings and then AutoPay.
3. Enable AutoPay by toggling the button.
4. Input the number of days before the invoice due date for AutoPay to trigger (e.g. 7 days before the invoice due date).
5. You can specify whether AutoPay applies only to classes or orders.
6. Customer control option:
   • Allow customers to manage AutoPay: If you enable this option, your customers can choose to enable or disable AutoPay for their account in the customer portal. They can decide if they want their card to automatically handle future payments.
   • Enforce AutoPay for all customers: If this option is disabled, customers cannot turn off AutoPay. The system will automatically process payments for all customers who have a card added to their account, ensuring that invoices are paid on time without any manual intervention.
7. Decide if customers can delete their last saved card.

Sending Requests for Customers to Add Their Card

To enable automatic payments, your customers need to add their card details. You can send them a request directly from Class Manager, which will prompt them to enter their payment information in the portal.

1. Click < to the right of Customers.
2. In the expanded menu click View All.
3. Select the customer(s) by checking the box.
4. Click Group Actions and then select Request Payment Method.

Setting Up Individual Card Payment Preferences for Customers

To ensure proper billing, configure card payment settings for individual customers by following these steps:

1. Click < to the right of Customers.
2. In the expanded menu click View All.
3. Select the customer and navigate to the Settings tab.

In the Card Payment Settings section:

• If you want to automatically trigger full payment when the invoice is approved:
  • Allow automatically create payment once invoice is approved - set to Yes

• • Allow automatically create payment for payment plans - set to No
• If you are using payment plans, use the settings below. This ensures that payments are collected in instalments rather than all at once.
  • Allow automatically create payment once invoice is approved - set to No
  • Allow automatically create payment for payment plans - set to Yes

Managing Customer Payment Cards

Your customers can manage their payment cards in the customer portal.

Once logged into the portal, customers can go to Profile > Settings to add, update, or remove their card information. This is also where they can enable or disable AutoPay themselves (if allowed).

Monitoring AutoPay and Handling Payment Failures

As the business owner, you have full visibility into the status of all AutoPay transactions, allowing you to stay on top of your payments.

You can view AutoPay reports on successful and failed AutoPay transactions, ensuring you are aware of any issues.

If a payment fails, your customer will receive notifications with details on why the payment didn't go through.

Turning Off AutoPay

You and your customers have the flexibility to turn off AutoPay at any time.

If you choose to disable AutoPay from the settings, it will turn off for all customers.

Customers can also disable AutoPay (when allowed) for their own accounts through the portal.