Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing
Managing customer payments can be daunting, especially when it comes to recurring invoices. But worry no more! With the auto payment feature in our recurring templates, you can ensure timely payments without the hassle of waiting for your customers to take action.
This innovative feature allows you to automatically deduct the invoice amount from your customer’s credit card on the due date.
What does auto payment in a recurring template mean?
Auto payments in recurring templates mean you don’t have to wait for the customer to pay your invoice on time. The setting automatically deducts the invoice amount on the due date using the customer’s credit card.
The card which must be used to deduct the auto payments on the invoice due date can be defined as
Customer card – This option automatically charges the customer on the card used to make the first payment for the recurring template.
Saved card – If any saved cards exist for the end customer, locations can use that card to automatically charge the end customer on every due date for the recurring template.
New Card – Locations can also enter new card details to charge the customer on that specific card whenever an invoice is due in the recurring template
How do you automatically charge the client?
Auto payments can be enabled on the recurring template while scheduling the template, as shown below.
What does a Customer Card mean here?
This option allows location users to charge the end customer using the card the customer uses to make the first payment in the recurring template. This will become applicable from the immediate next occurrence of the invoice irrespective of the invoice which is paid (can be the first, second, or n-th invoice)
For reference, if the customer makes the payment for the first time on the 4th invoice without paying the first three invoices, then auto-payment using that card would start from the 5th occurrence of the recurring template(if it exists)
How will I get notified of auto payments?
- Notification will be sent to the location user and the end customer upon every success/failure instance of a child invoice in the recurring template.
- The end customer will also be notified before the charge is automatically deducted. This notification will be sent “x” days in advance, as defined in the recurring setting frequency.
- The payment will not be processed automatically if any child invoice is updated before the auto-charge is deducted. The location user will be informed of this via mail, and they should share the updated invoice with the end customer to avoid any lost recurring revenue.
| Case | Who should receive the email? |
|---|---|
| Auto payment failed | Receiver |
| Auto payment failed | Sender |
| Invoice payment success | Sender |
| Invoice payment success | Receiver |
| Auto-payment information | Receiver |
| Child invoice updated | Receiver |
What happens if auto-payment fails?
- In case of auto-payment failure from the defined card, the end customer and invoice sender would be notified via mail.
- Suppose the end customer successfully pays via the same card or a new card upon notification. In that case, the new card will be updated to deduct auto-payment for all future occurrences.
- Otherwise, the payment would be retried two more times, after 24 24-hour gap of each try, for attempting to process the fee for the invoice. If the payment has not been processed, no further attempt would be made for this instance automatically, and the customer would be required to pay the invoice manually.
How many times will payment be retried in case of failure?
In case of failure to deduct the charge automatically from the defined card, two auto retry attempts would be made after 24 hours each from the first failure. If the payment is still not processed, the end customer must pay manually for the invoice.to pay for the invoice manually
What does automatically charging a saved card mean?
This option allows location users to charge the end customer using one of the saved cards with the location user. Starting from the first occurrence, the invoice amount would be deducted from the selected saved card.
If the amount is not charged from the saved card, the location user and the end customer will be notified. The saved card is not authorized while scheduling the template.
What does automatically charging a new card mean?
This option allows location users to charge the end customer using new card details entered by the location user. Starting from the first occurrence, the invoice amount would be deducted from the desired card.
Any failure to charge the amount from the selected card would notify the location user and the end customer. Any chosen new card would be authorized with the minimum charge amount in the respective currency while scheduling the template.
Any card successfully added will also be saved by the location user for future use.
How do we end auto-payments on a recurring template?
Auto-payments can be ended on an ongoing recurring template by selecting the Manage Auto-payments option from the invoice builder, as shown below.
This will open the Auto-payment scheduling modal with the toggle turned ON and the payment option selected. The location user can turn the toggle off to disable auto-payments from the next occurrence.
Can I turn on auto payments in an ongoing recurring template?
Yes, auto-payments can be turned ON on an ongoing recurring template using the manage auto-payments option in the builder.
This will open the auto-payment modal with the toggle turned off. The location user can turn the toggle on and select the desired payment option from the customer, saved, or new card.
