How to enroll in automatic invoice payments from your customer payment dashboard

Tired of paying your invoices manually? Learn about auto-pay and how to enroll in automatic payments for your invoices so that you never have to make a manual payment again.

Auto-pay is a feature that allows you to automatically pay your invoices or make recurring payments without manual intervention. Please note that by enrolling in Auto-Pay you will be charged automatically for all invoices (past and present) on the due date. 

Here’s how you enroll in auto-pay from your customer payment dashboard to ensure you’re paying your invoices on time — always:

1 | Log into your provider’s billing bashboard
2 | Navigate to your Preferences
From the side menu, go into your Preferences, Auto-Pay and select Enable Auto-Pay

3 | Set up your auto-pay rule
Confirm your payment method for auto-pay. Configure your auto-pay rule by selecting “Add condition”

4 | Add an optional condition
You have the option to include a condition based on the invoice amount by selecting Equals, Greater than or Less than from the dropdown. If you don't want to add a condition, simply select "Enable Auto-Pay" to enroll to get charged on the due date for the invoice with no conditions. 

5 | Confirm your auto-pay enrollment
Review your outstanding invoices (if any) that will be automatically charged based on your auto-pay settings and select “Confirm.”

6 | You’re all set! 🎉
Congratulations! You have successfully enrolled in automatic payments for your invoices.

You can either select to override any existing rule or turn off the automatic payment configuration at your discretion.