Enable Autopay for Recurring Invoices

To ensure on-time payments and streamline your billing process, you can enroll customers in Autopay. 

With ServiceCore’s Autopay feature, you can securely store a customer’s payment method and automatically charge them when a recurring invoice is generated.

The customer will be sent an email with a copy of the auto-paid invoice with a status of Paid along with a receipt for their records. The invoice's status will also auto-update in your ServiceCore account.

Before You Start

Here are a few things to know before you continue:

• To see if you have access to this feature in ServiceCore, please check out this article on user permission levels. 
• Autopay can only be set up for recurring invoices.
• Recurring invoices must be generated through batch billing in order to trigger Autopay.
• You must be signed up for ServiceCore Pay in order to save and charge customers' card/ACH accounts.
  • To learn more about ServiceCore Pay, click here or contact our Payments team at ServiceCorePay@servicecore.com.
• In order to enable Autopay for a customer, they must first have a payment method (credit/debit card or ACH account) saved in their profile. Click here to learn how to save a payment method for your customer.
  • If you're on ServiceCore's Pro Plan, click here to learn how your customers can save their payment methods on their own in their customer portal.
• For Canadian-based companies, be sure to obtain explicit consent before saving any customer payment details. U.S.-based companies should check local laws since consent requirements may vary by state.

Enable Autopay on a Recurring Invoice

Once a customer's payment method has been saved in their profile, you'll be able to set up Autopay for any recurring invoices they may have.

To turn on Autopay for a recurring invoice, watch the video above or follow the below instructions:

1. Open the recurring invoice "template".
   
   TIP: You can enable Autopay while creating a recurring invoice "template" or enable it afterwards.
2. Between the Billing Address and Services sections, check the box labeled Enable Autopay for Recurring Invoices.
   
   
   
   TIP: If the customer has more than one payment method saved in their profile, their default method will already be selected, but you can change this to a different method if needed.
3. Click "Save" at the bottom.

Find Recurring Invoices Without Autopay Enabled

If you're just getting started with ServiceCore Pay and want to set up all your recurring invoices on Autopay, you don't need to go through every customer individually to figure out who has recurring invoices.

To quickly identify recurring invoices that don't have autopay enabled, just follow the below instructions:

1. Click into the main Accounting section at the top of your ServiceCore account.
2. Click into Invoices.
3. Click into Recurring.
4. Click on "Filters".
5. Change the Autopay drop-down to say 'Disabled'.
6. Click "Close".
   
   

You'll now see a list of all the recurring invoices that need to be set up on Autopay. 

TIP: Right-click on the Edit Recurring Invoice button (pencil icon) to the right of each recurring invoice and click the "Open link in new tab" option so you can edit them without losing your place on the Accounting page.

You can also find the same list of recurring invoices without Autopay enabled in the Rental Overview Report. 

Just set the Recurring Invoice filter to Yes and the Autopay filter to No.

Frequently Asked Questions (FAQs)

 These FAQs address common questions and quick clarifications to help you use this feature with confidence.

What Happens with Autopay During Batch Billing?

When you trigger batch billing to run, ServiceCore will generate the next invoice for customers with recurring invoices. 

Any recurring invoices that have Autopay enabled will automatically charge the customer's payment method that's selected on the recurring invoice "template".

If the payment processes successfully, the customer will receive an email with their copy of the invoice marked Paid plus a receipt for their records. 

The invoice's status will also auto-update to Paid in your ServiceCore account.

What Happens If a Customer's Payment Method is Declined?

You'll know that a customer's payment has been declined within a few minutes.

You'll receive an email notification with list of all the declined payments so you can double-check the payment information and/or follow up with the associated customer.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!