Enable Autopay for a Customer

The easiest way to make sure you get paid on time is to enroll your customer in autopay.

ServiceCore's Autopay feature will let you store a customer's card on file and use it on their recurring billing. Each time the customer gets a new invoice, the card on file will get charged. Simple as that!

In this article we'll walk through the steps to enable autopay for a customer.

Before You Start

Here are some things to know before you begin this process.

How to Enable Autopay for a Customer

To enable autopay for a customer, follow these steps:

  1. Search for your customermceclip0.png
  2. Click to View Customermceclip1.png
  3. Click the Credit/Debit Cards tabmceclip1.png
  4. Click Add Credit/Debit Cardmceclip0.png
  5. Fill out Credit/Debit Card Detailsmceclip0.png
  6. Click Save
  7. Now click on the Customer's Accounting Tab
  8. Click the dropdown arrow next to Create Invoice
  9. From the list of options that appear click on Create Recurring Invoice
  10. Fill out the fields in the upper portion of the screen as needed
  11. To automatically charge the customer for each recurring invoice, check the box for Enable Autopay for this invoice
  12. Choose the Credit/Debit Card to charge for this recurring invoice
  13. Fill out the rest of the fields on the form.
  14. Click Save

After you enable autopay for a customer

Now that Autopay has been enabled for this customer, any time their invoices are generated through batch billing, the customer's card will be charged.

You can easily check which customers are on autopay by going to the Recurring Invoices tab of the Accounting Section and clicking on the Filter By option to filter by "autopay enabled" customers.mceclip1.png

Next Steps

After creating a recurring invoice, you may want to learn about:

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