Auto Payments in Recurring Templates

Managing customer payments can be a daunting task, especially when it comes to recurring invoices. But worry no more! With the auto-payment feature in our recurring templates, you can ensure timely payments without the hassle of waiting for your customers to take action.

This innovative feature allows you to automatically deduct the invoice amount from your customer's credit card on the due date.

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What does auto payment in a recurring template mean?

Auto payments in recurring templates mean you don't have to wait for the customer to pay your invoice on time. The setting automatically deducts the invoice amount on the due date using the customer's credit card.

The card to be used for auto payments on the invoice due date can be defined as:

• Customer Card: Charges the customer on the card used for the first payment in the recurring template.

• Saved Card: Charges the customer on any saved cards, if available.

• New Card: Allows the user to enter new card details, which will be used for the recurring template's invoice.

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How to automatically charge the client?

Auto payments can be enabled on the recurring template while scheduling, as shown below.

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What does Customer Card mean here?

This option allows location users to charge the end customer from the card used to make the first payment. This will apply starting from the next occurrence, regardless of which invoice is paid.

For example, if the customer makes the first payment on the 4th invoice without paying the first three, auto-payment would start from the 5th invoice.

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How will I get notified of auto payments?

• Notifications will be sent to the user and customer upon each successful or failed invoice payment within the recurring template.

• The customer will be notified "x" days in advance, as defined in the settings, before auto-charging.

• If a child invoice is updated before deducting the auto charge, automatic processing will not proceed, and the user should share the updated invoice with the customer to avoid lost revenue.

Case	Who should receive the email?
Auto payment failed	Receiver
Auto payment failed	Sender
Invoice payment success	Sender
Invoice payment success	Receiver
Auto-payment information	Receiver
Child invoice updated	Receiver

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What happens if auto-payment fails?

In case of a failure, both the customer and sender are notified via email. If the customer successfully pays with the same or a new card, this new card will update for future auto-payments.

If the payment fails, two additional retry attempts will be made after 24-hour intervals. If still unsuccessful, the customer must pay manually.

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How many times will payment be retried in case of failure?

In case of failure, two retries will occur after 24-hour intervals. If unsuccessful, the customer must pay the invoice manually.

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What does automatically charging a saved card mean?

This option allows users to charge the customer using a saved card, if available. This will apply from the first occurrence of the recurring template.

If charging the saved card fails, the user and customer are notified. Saved cards are not authorized when scheduling the template.

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What does automatically charging a new card mean?

This option allows users to charge the customer using new card details. This will apply from the first occurrence of the template, and any successful card will be saved for future use.

If a failure occurs, notifications will be sent to the user and customer. New cards are authorized with a minimum charge at scheduling.

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How to end auto-payments on a recurring template?

Auto-payments can be ended by selecting the "Manage Auto-payments" option in the invoice builder, which opens a scheduling modal. Toggle it OFF to disable auto-payments from the next occurrence.

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Can I turn on auto payments in an ongoing recurring template?

Yes, you can enable auto-payments on an ongoing recurring template using the "Manage Auto-payments" option in the builder.This opens the auto-payment modal with the toggle off, where the user can turn it on and select the desired card type.