Product Update

With Invoice Autopay, businesses get paid automatically — and customers enjoy peace of mind

Introducing Invoice Autopay, an automatic payment processing option for invoices that eliminates the stress for SMBs that need to be paid promptly, and end customers that don't want to worry about missing a payment. 

Recurring PF
July 14, 2021 | Invoice Autopay

Now businesses can get paid automatically — and customers can worry less — with a convenient "set it and forget it" payment option for invoices.

With Invoice Autopay, an SMB’s customer can now select an autopay option with any invoice they receive from the SMB. When the end customer enables autopay, any time they are invoiced by the SMB in the future the invoice will be automatically billed to the pre-designated payment method.

This new feature is a win-win for both parties: The SMB’s customers will enjoy the convenience and peace of mind that comes with a set it and forget it option. And the SMB will be paid in a timely manner every time — without having to worry whether a customer has seen or responded to an invoice.

 

Here's how it works. 

The SMB will send an invoice to their customer as usual. To set up autopay for all future invoices from that business, a customer will check the box Save payment method and turn on Autopay at the bottom of any invoice, then click Pay Now to trigger the actual payment. 

To find out if a customer has enabled autopay, select Invoicing from the navigation, then click the Customers tab at the top. 

Note: The user will know if a customer has enabled autopay by clicking the customer’s name from the list. In addition, a small clock icon will appear next to those customers who have enabled this feature. 

The next time the SMB sends an invoice to this customer, the invoice payment will be processed automatically on the due date using the payment method the customer saved when setting up autopay. The SMB will see a note about autopay in the invoice creation confirmation message. 

The end customer will receive an email notification from the business about the new invoice and that autopay is enabled. There is no further action required from the customer. 

  • If the customer clicks View details and pay online, they may change the payment method for their autopay payment. This is confusing; the pay online CTA on this button may throw off a customer. 
  • If the customer clicks Turn off Autopay, they must return to this invoice notification email and select View details and pay online to input a manual payment.