Simplify Recurring Payments with Auto-Payments

Managing recurring payments can be time-consuming and stressful, especially when you’re focused on running your business. Auto-Payments allow you to collect recurring invoice and point-of-sale (POS) payments effortlessly, so you can focus more on what matters most—growing your business.

📌 Why This Matters

Collecting payments can sometimes feel like a never-ending process of sending reminders and manually charging customers. Auto-Payments take that burden off your shoulders by automatically processing payments as they become due. This means no more chasing customers, fewer missed payments, and a smoother cash flow for your business. Plus, your customers enjoy a seamless experience without repeated checkouts.

✨ What’s New

• Set it and forget it: Enable Auto-Payment when scheduling recurring invoices, and payments will be collected automatically on each billing cycle.
• Multiple payment sources: Charge from saved cards on file or the card your customer used during their first purchase or checkout.
• Frictionless checkout: After the first payment, your customers won’t need to take extra steps for future charges.
• Full control: Turn Auto-Payment on or off anytime before sending the invoice.
• Works where you work: Use Auto-Payments with both recurring invoices and POS transactions.

🛠️ How to Use It

1. Step 1: Create a recurring invoice through your invoicing or POS system.
2. Step 2: Choose your customer, add what you’re billing for, and set how often they’ll be charged.
3. Step 3: On the scheduling screen, toggle on the Auto-Payment option.
4. Step 4: Select which payment method to use:
   • Saved Card – pick a previously stored card for your customer.
   • Customer Card – use the card your customer entered during checkout or POS transaction.
5. Step 5: Send the recurring invoice or set the POS schedule.
6. Step 6: Relax while payments are automatically processed on each due date.

💡 Pro Tip

Keep your customers’ payment details updated and double-check the selected payment method before sending invoices to avoid delays and ensure steady cash flow.