---
title: Setting Up AutoPay
description: Start with automatic debit and credit card payments using AutoPay and our Stripe integration.
---

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1. [Classic Class Manager Knowledge Base](https://help.classmanager.com/en?hsLang=en)
2. [Payments](https://help.classmanager.com/en/payments?hsLang=en)

# 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](https://help.classmanager.com/en/setting-up-online-payments-class-manager-help-center?hsLang=en).

📝 Please make sure to use a desktop computer when setting up AutoPay for a smoother experience.

---

### 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 to customer disable or enable 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.
     - *Allow to delete last card*: If this option is disabled, customers cannot delete the last card saved on their account.

---

### Sending Requests for Customers to Add Their Card

To allow customers to use AutoPay or other automated payments, they must have a valid card saved on their account.

You can send a request directly from Class Manager prompting customers to securely add their payment method.

For step-by-step instructions, see: [Sending Requests for Customers to Add Their Card](https://help.classmanager.com/en/sending-requests-for-customers-to-add-their-card?hsLang=en)

---

### Setting Up Card Payment Preferences for Customers

You can control how card payments are handled for each customer in their individual settings. These settings determine whether payments are automatically created for invoices and/or payment plans.

You can apply settings **in bulk** or configure them **individually**.

To ensure proper billing, configure card payment settings for 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:

- For full invoice payments (no payment plans): 
    - *Allow automatically create payment once invoice is approved* - set to `Yes`

- - *Allow automatically create payment for payment plans* - set to `No`
- For customers using payment plans:
  
    - *Allow automatically create payment once invoice is approved* - set to `No`
    - *Allow automatically create payment for payment plans* - set to `Yes`

      4.   At the top of the page, click `Apply to all customers` (to apply the same settings to all customers at once) or `Update` (to apply the settings to the selected customer only)

📝 Important Notes

- Bulk settings will override existing settings for all customers
- Any exceptions must be updated individually
- Always double-check payment plan customers have the correct configuration to avoid incorrect billing

---

### 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.

Go to `Billing` → `Settings` → `AutoPay` to view the report 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.

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