Mobile: AutoPayment in Recurring Invoices

Mobile AutoPayment for Recurring Invoices

AutoPayment automates the process of charging a customer's payment card for each occurrence of a recurring invoice that you send from the mobile app. This feature ensures you receive payments on time, without needing to manually process each charge. You can select a card that is already saved on the customer's profile or use a card that was captured during a recent transaction. This guide explains the benefits, how it works with point-of-sale (POS) transactions, and the steps to set it up.

What is AutoPayment for Recurring Invoices?

AutoPayment is a feature that allows your CRM to automatically process a card payment every time a recurring invoice is due. When you create a recurring invoice from the mobile app, you can enable AutoPayment and choose the source of the payment. The system will then charge the selected card according to the billing schedule you have defined.

Prerequisites

Before you can use AutoPayment, ensure the following conditions are met:

• A recurring invoice has been created, typically through the Invoices or POS section of the app.
• The customer has a payment card on file. This could be a card you have saved previously or a card captured during an online or in-person checkout.
• AutoPayment is only available for card payments; it does not support cash payments or manual payment entries.

Key Benefits of AutoPayment

Using AutoPayment for your recurring invoices offers several advantages for your business operations.

• Automated Collections: Payments are processed automatically on each due date, eliminating manual effort.
• Flexible Payment Sources: You can charge a card already saved to the contact's profile or use a card captured during a recent transaction.
• Improved Customer Experience: Once set up, the customer does not need to take any action for subsequent payments.
• Steady Cash Flow: Scheduled, automatic charges help maintain predictable revenue.
• Reduced Administrative Tasks: Configure it once during invoice setup to avoid repeated manual processing.

Payment Method Options

You have two main options for the payment source when setting up AutoPayment.

• Saved Card: Use any payment card that is already stored on the customer's contact profile. This is a reliable option for ongoing, automated billing.
• Customer Card: Use the card that was most recently captured, such as through a Tap to Pay transaction, a Card on File setup, or an online checkout. This is useful if you want to bill the same card the customer just used.

Please note: AutoPayment on mobile is designed for card payments only. It does not support cash or manual payment entries.

How To Set Up AutoPayment for a Recurring Invoice

Follow these steps to enable AutoPayment when creating or editing a recurring invoice from the mobile app.

Step 1: Enable AutoPayment

While creating or scheduling the recurring invoice, locate and turn on the toggle for Enable AutoPayment.

Step 2: Select a Payment Method

After enabling AutoPayment, choose your preferred payment source.

• Select Saved Card to pick from the customer's existing stored cards.
• Select Customer Card to use the card captured from the most recent transaction.

Step 3: Confirm and Send/Schedule

The selected card will be displayed, typically showing the last four digits. If you need to change it, use the Change Card option. Once confirmed, tap Send or Schedule to finalize the recurring invoice. The system will now automatically process payments on the defined schedule.

Managing AutoPayment on an Existing Invoice

You can also enable or modify AutoPayment settings for an existing recurring invoice.

1. Open the recurring invoice from the invoice list.
2. Tap the three-dot menu (⋮) in the upper-right corner of the invoice editor screen.
3. Select Manage Auto Payment from the menu.
4. On the management screen, you can enable AutoPayment, select a saved card (or add a new one), and save the settings to apply auto-debit for all future charges.

Frequently Asked Questions

Q: Does AutoPayment support cash, manual entry, or bank payments?
A: No. AutoPayment on mobile is exclusively for card payments.

Q: Where do I find the AutoPayment option in the mobile app?
A: It is located on the scheduling screen when you are sending or scheduling a recurring invoice. Look for the Enable AutoPayment toggle.

Q: Can I use AutoPayment with invoices created from a POS sale?
A: Yes. If you convert a POS cart containing recurring products into an invoice, you can enable AutoPayment during the scheduling step.

Q: What is the difference between a Saved Card and a Customer Card?
A: A Saved Card is any card previously stored on the contact's profile. A Customer Card refers specifically to the card captured during the most recent transaction, like a Tap to Pay or online checkout.

Q: How can I change the card used for AutoPayment?
A> Before sending the invoice, use the Change Card option to select a different Saved Card. If you have just captured a new card via a transaction, you can select the Customer Card option.

Q: What happens if a scheduled charge fails?
A> You should contact the customer to update their payment information. Once a new card is added or selected on their profile, you can update the AutoPayment settings to use the new card to prevent future declines.