Who This Is For / When to Use
Users creating recurring invoices
Users setting up payment schedules
Teams that want automatic collections without manual setup
Anyone sending invoices from the dashboard
What Changed
Auto-payment is now enabled by default when:
Creating a recurring invoice
Adding a payment schedule to an invoice
Previous behavior:
Users had to manually enable auto-payment each time
New behavior:
Auto-payment is automatically turned on in the send modal
How Auto-Payment Works
When you create a qualifying invoice, auto-payment is pre-enabled
The system will:
Automatically charge the customer’s selected payment method
Use the same card used for the first payment (if applicable)
This applies to both:
Recurring invoices
Scheduled payments
How to Use
Go to Payments → Invoices
Create a new invoice
Add either:
A recurring schedule, or
A payment schedule
Click Send
In the send modal:
Auto-payment will already be enabled
Review the payment method and amount
Click Send
How to Disable Auto-Payment
You can turn off auto-payment before sending:
Open the Send Invoice modal
Locate the Enable autopayment toggle
Turn the toggle off
Send the invoice as normal
When Auto-Payment Is Applied
Auto-payment is automatically enabled only when:
The invoice includes a recurring setup, or
The invoice includes a payment schedule
It is not automatically enabled for one-time invoices without scheduling.
Common Issues and Fixes
Auto-payment is not enabled
Cause: Invoice does not include a recurring or scheduled setup
Fix: Add a payment schedule or recurring configuration
Customer is not being charged automatically
Cause: No valid payment method is selected
Fix: Ensure:
A card is selected (Customer Card, Saved Card, or New Card)
Auto-payment toggle is enabled before sending
Wrong payment method is selected
Cause: Default card selection may not match intent
Fix: Manually select the correct option:
Customer Card
Saved Card
New Card
FAQ
Is auto-payment enabled for all invoices?
No. It is only enabled by default for:
Recurring invoices
Invoices with payment schedules
Can I turn off auto-payment?
Yes. You can disable it anytime before sending the invoice using the toggle in the send modal.
What payment method is used for auto-payment?
The system uses the selected card in the send modal, typically:
The customer’s saved card, or
The card used for the first payment
Does this affect existing invoices?
No. This change only applies to newly created invoices.
Do I still need to select a payment method?
Yes. Auto-payment requires a valid card to be selected before sending.