How Autopay works
When Autopay is enabled:
Collect sends a payment authority request to your customer.
Your customer completes the payment authority form and provides their payment details.
Autopay is enabled automatically, and the account is assigned to the Autopay workflow.
On the invoice due date, your customer receives a pre-debit notice.
The payment is processed the following day for all overdue invoices, excluding muted or disputed invoices.
If a payment fails:
Collect automatically retries the payment after 3 days.
If the second attempt fails, Collect retries again after 6 days.
After both retries fail, you can move the account to a different workflow using the Move to workflow option.
You can edit both the workflow timing and email content from the Workflows page.
Set up Autopay
To enable Autopay from the "Account Details" view:
Go to the account details page.
Click Autopay in the top-right corner.
Select Request authority.
Review the payment authority request email and send it to your customer.
Your customer receives an email containing a link to the payment authority form.
The customer enters their credit card or bank account details.
Once the form is completed, Autopay is enabled automatically and the account is assigned to the Autopay workflow.
To enable Autopay from the “Accounts” view:
Select one or more accounts using the checkbox.
Click Setup Autopay.
Review the payment authority request email and send it to your customers.
Your customers receive an email containing a link to the payment authority form.
Each customer enters their credit card or bank account details.
Once the form is completed, Autopay is enabled automatically and the accounts are assigned to the Autopay workflow.
Cancel Autopay
Go to the account details page.
Click Autopay in the top-right corner.
Select Disable Autopay.
The customer is notified that Autopay has been cancelled.
The account is automatically reassigned to its default workflow.
View accounts with Autopay enabled
To see which accounts have Autopay enabled:
Go to the Accounts page.
Open Filters.
Select Current workflow is Autopay.
The filtered results will show all accounts currently using Autopay.
Who can use Autopay?
Autopay is available to customers who have enabled Pay Now in Collect.
If you cannot see the Autopay option, contact your account manager or the support team.