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

ServiceCore's Autopay feature allows you to store a customer's card on file and use it for their recurring billing. Each time a new invoice is generated, the card on file is automatically charged.

In this article, we'll walk through the steps to enable autopay for a customer, whether it's for a new or existing recurring invoice.

Before You Start

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

• You must first be setup with our authorized payment processor. For more information about CardPointe and how you can use it with ServiceCore, reach out to our Payments team at ServiceCorePay@servicecore.com.
• You need Manager, Admin or Owner level permission to enable autopay for a customer
• A Credit or Debit Card must be saved to your customer's profile before enabling autopay.
• Autopay is only available for Recurring Invoices
• Autopay only works when generating recurring invoices through Batch Billing

• If recurring invoices were created before a card was added on file, you must manually enable autopay on those invoice templates.

How to Enable Autopay for a Customer

To enable autopay for a customer, follow these steps:

1. Search for your customer.
2. Click to View Customer.
3. Click the Credit/Debit Cards tab.
4. Click Add Credit/Debit Card.
5. Enter the card details and click Save.
6. Click on the Accounting Tab.
7. Click the dropdown arrow next to Create Invoice.
   
   
8. Select Create Recurring Invoice.
9. Fill out the required fields.
10. Check the box for Enable Autopay for this invoice.
11. Select the saved Credit/Debit Card to charge.
    
12. Complete the rest of the form and click Save.

How to Enable Autopay for an Existing Recurring Invoice

If the customer already has a recurring invoice, you need to edit the existing template to enable autopay:

1. Search for the customer.

2. Click on their Accounting tab.

3. Click Invoices.

4. Select the Recurring tab.

5. Click the Edit Recurring Invoice (pencil icon) for the invoice you want to modify.

6. Follow steps 9-12 from the section above to enable autopay.

What Happens When You Batch Bill with Autopay?

When batch billing runs:

• The system generates the invoice for customers on autopay.

• The card on file is charged automatically.

• The customer receives their invoice marked as paid, along with a copy of the payment receipt.

How to Check Which Customers Are on Autopay

1. Go to the Recurring Invoices tab in the Accounting section.

2. Click Filter By.

3. Select Autopay Enabled to see all customers enrolled in autopay.

Next Steps

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

• Use Batch Billing for Recurring Invoices