Autopay allows you to request automatic payments from your clients for recurring invoices. If your client consents to Autopay of an open recurring invoice, their payment method will automatically be charged on the due date. Autopay is opt-in for clients, and your clients can revoke Autopay at any time.
Onboarding Clients For Autopay
To onboard a new client for Autopay, navigate to Get Paid in the left-hand panel and select Clients. From there, click on the client you'd like to request Autopay from.
In the client's profile, you'll see a section titled Autopay on the right-hand side. You can copy the link in this section and share it with your client. You can also see whether or not Autopay is currently enabled for the client:
Configuring Allowed Payment Methods
This section is intended for technical audiences. You can configure the payment methods available for your clients by setting the allowed payment methods in the onboarding link using the enabled_payment_methods query parameter. For example:
<existing autopay URL>&enabled_payment_methods=card,ach,manual
Supported payment methods and their corresponding query parameter values:
Payment Method | Query param string |
Credit or Debit Cards | Credit |
Direct ACH | ACH |
Wire / Manual ACH | Manual |
If no enabled payment methods are specified, all payment methods will be available by default.
For questions about Autopay, please contact our Support Team.