There are two ways to hide Auto-Pay, which means the Auto-Pay option will not show on the Enroll Form and/or Customer Portal:
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:
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.
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.
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 hide 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, click the "Off" option:
