Who This Is For / When to Use
Use this feature if you:
Send recurring invoices to customers.
Want payments collected automatically on the due date.
Want to reduce manual follow-ups and late payments.
This article assumes recurring invoices are already configured.
What Are Auto Payments in Recurring Invoice Templates
Auto Payments allow Kyrios to automatically deduct the invoice amount from a customer’s payment card on each recurring invoice due date.
Key outcomes:
Payments are processed automatically.
Customers do not need to manually pay each invoice.
You receive notifications for successful and failed payments.
Benefits of Using Auto Payments
Streamlined Billing
Recurring invoices are charged automatically.
No manual payment reminders required.
Timely Payments
Charges occur on the invoice due date.
Reduces late or missed payments.
Customer Convenience
Customers are not required to take action.
Ensures a seamless billing experience.
How to Set Up Auto Payments on a Recurring Invoice
Navigate to Payments in the left menu.
Select Invoices & Estimates.
Click Recurring Invoices.
Open or create a recurring invoice template.
Complete all invoice details and select Schedule.
The Auto Payment setup window opens automatically.
Auto Payment Configuration Options
Enable Auto Payment
Turn Enable auto payment ON.
This toggle can be turned on or off at any time during the life of the recurring invoice.
Amount to Be Paid
The amount is pulled directly from the invoice total.
This value is not editable in the Auto Payment window.
Select Payment Card
Choose one of the following card options:
Customer card
Automatically charges the card used for the first invoice payment.Saved card
Uses an existing saved card already associated with the customer.New card
Allows entry of new card details to be charged for all future recurring invoices.
Click Save to activate Auto Payments.
Auto Payment Notifications
Success and Failure Notifications
You and the customer receive email notifications for every successful or failed auto payment.
Pre-Charge Notification
Customers are notified before a charge occurs.
The notification timing is based on the recurring frequency settings.
Invoice Updates Before Charge
If an invoice is updated before the scheduled auto charge:
The payment will not process automatically.
You will be notified by email.
You must resend the updated invoice to the customer.
What Happens When an Auto Payment Fails
If an auto payment fails:
Both you and the customer are notified by email.
Retry Attempts
Kyrios retries the payment two additional times.
Retries occur at 24-hour intervals.
After Retry Failure
If all retries fail:
No further automatic attempts are made.
The customer must manually pay the invoice.
Card Update After Failure
If the customer pays using a new card:
That card is saved.
Future recurring invoices will charge the new card automatically.
Common Auto Payment Failure Messages
Insufficient Funds
The customer’s account does not have enough funds to complete the payment.
Authentication Required
The payment requires additional authentication. The customer must log in and complete verification.
No Default Payment Method
No default payment method is available. The customer must log in and select a default card.
Card Declined by Bank
The bank declined the card. The customer should retry or update card details.
Other Card Issues
The card was declined for unspecified reasons. The customer should retry payment or update their card.
FAQ
How do I set up auto payments for recurring invoices?
Navigate to Payments > Invoices & Estimates > Recurring Invoices, open the recurring invoice template, enable Auto Payment, select a payment card, and save.
What happens if an auto payment fails?
Both you and the customer are notified. The system retries the payment twice at 24-hour intervals. If all retries fail, the customer must manually pay the invoice.
Can I change the payment card used for auto payments?
Yes. You can select a different saved card or enter a new card when setting up or updating Auto Payments.
How will I know if an auto payment succeeds or fails?
You and the customer receive email notifications for every successful or failed auto payment.
Can I edit the amount to be paid in the Auto Payment window?
No. The amount is pulled directly from the invoice total and cannot be edited in the Auto Payment setup window.