Autopay
Update the Billing Method for Recurring Charges
This guide explains how to change the payment method for a customer's scheduled recurring charges. This is useful when a customer wants to switch from manual payments to autopay, or change the credit card or bank account used for automatic payments. ...
Remove Autopay
From customer account>Click Invoice History>Highlight the invoice with the future paid posting>Select>Click Payments>Highlight $ amount>Delete>Click YES to clear all fields>Click OK>Click OK customer still owes>Enter details for tracking ...
Update Correct Post Date
For Future Invoices: From customer account>Click Recurring Charges>Highlight and select charge on autopay>Review date in "Post On" field>Select appropriate date>Click OK to save. For Current Invoices posted as paid but NOT processed/debited: Follow ...
Pay an Invoice for Current Day When Autopayment Has Posted
From customer account>Click Invoice History>Highlight and select invoice with future autopay date>Click payments>Highlight the $ amount field>Delete>Click OK>Click yes to clear rest of fields>Click yes to customer still owes>Process payment via ...
Check Which Credit Card Was Used For An Autopay
From customer account>Click Recurring Charges>Highlight and select Recurring on autopay>Last 4 of card appear in the Billing Method Fields