Who This Is For / When to Use
Use auto-payment if you want to:
Collect scheduled invoice payments automatically.
Reduce manual follow-ups for installment plans.
Ensure on-time payments after the initial charge.
What Auto-Payment Does
When auto-payment is enabled:
The first installment is paid manually by the customer.
The payment method used is securely saved.
All remaining scheduled installments are charged automatically on their due dates.
Auto-payment works only on invoices that include a payment schedule.
Step 1: Create a New Invoice
Go to Payments > Invoices.
Click + New.
Select New Invoice.
Step 2: Add a Payment Schedule to the Invoice
Add products or services to the invoice.
Scroll to Subtotal.
Click Add Payment Schedule.
Choose one of the following:
Percentage (example: 50% / 50%)
Fixed Amount (example: $500 / $500)
Set a due date for each installment.
Click Save.
The invoice will now display multiple scheduled payments.
Step 3: Enable Auto-Payment Before Sending
Click Send on the invoice.
In the Send Invoice panel, locate Enable autopayment.
Toggle Enable autopayment on.
Confirm delivery method and recipient.
Click Send.
How Payments Are Processed
First Payment
The customer pays the first installment manually.
The payment method used is stored for future charges.
Future Payments
Remaining installments are charged automatically on their scheduled due dates.
No action is required from the customer.
Viewing Auto-Payment Transactions
You can confirm auto-payment charges from transaction details.
Go to Payments > Transactions.
Open a completed transaction.
Check Who Paid.
Auto-payments are labeled as Auto debit.
Recording Payments Manually (Optional)
If you receive an offline or external payment:
Open the invoice.
Click the three-dot menu.
Select Record Payment.
Enter payment details.
Submit the payment.
The invoice status updates automatically as payments are recorded.
Common Issues and Fixes
Auto-Payment Option Is Not Visible
Confirm the invoice includes a payment schedule.
Ensure the invoice has not already been fully paid.
Payment Failed
The customer may need to update their payment method.
Failed payments do not cancel the invoice automatically.
Invoice Shows Partial Payment
This is expected until all scheduled installments are completed.
FAQ
Can auto-payment be enabled on any invoice?
No. Auto-payment is available only for invoices with a payment schedule.
Can customers make extra payments?
Yes. Customers can make additional payments beyond the scheduled installments.
Can auto-payment be turned off after sending?
Auto-payment settings should be updated before sending the invoice. Any changes should be communicated to the customer.
How is the payment method saved?
The payment method used for the first installment is securely stored and reused for future scheduled charges.
How do I know a payment was auto-charged?
Auto-charged payments are marked as Auto debit in transaction details.