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How to Edit Auto-Pay Settings

How to make sure Customers can't opt in/opt out of automatic payments

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 months ago

There are two places to edit Auto-Pay:

  • On the company level

  • On the individual level

Company-Wide Level

To adjust the company-wide Auto-Pay settings, head to the My Company page and click on "Payment Settings" on the left side. You can choose one of three possible Auto-Pay settings:

  1. Opt-In/Opt-Out

    Choose this option to allow your Customers to opt in or opt out of Auto-Pay at enrollment. Customers can also turn on or off Auto-Pay in their Enrollsy account.

    Click Save Settings to save the changes made.

  2. Force Auto-Pay

    Choose this option to force Auto-Pay at enrollment. Customers will not have the option to opt out when they enroll. Customers cannot turn off Auto-Pay when logging into their Enrollsy Account, but they can delete their payment methods.

    Click Save Settings to save the changes made.

  3. Hide Auto-Pay

    Choose this option to hide Auto-Pay at enrollment. Customers will not be able to opt in or opt out of Auto-Pay at enrollment. Nor can they turn on or off Auto-Pay in their account in the Customer Portal. An Admin User will then have to set up Auto-Pay for all Customers post-enrollment.

    Click Save Settings to save the changes made.

Individual Account Level

To edit Auto-Pay on an individual Account, follow these steps:

  • Search for the Customer's name in the search bar

  • Click on the Customer's Billing page

  • Under Auto-Pay Settings, you can turn Auto-Pay on or off:

    • To turn Auto-Pay off, click the "Off" option

    • To turn Auto-Pay on, select one of the Payment Methods that are on file

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