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Auto Pay - keep a Work Order from automatically charging a credit card
Auto Pay - keep a Work Order from automatically charging a credit card

In the Work Order, click the check box Exclude from Auto Pay [x]

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago

Summary

You might have a customer who wants their recurring service automatically paid through our Auto Pay feature. Each time an invoice is generated the credit card on file will be automatically charged.

If the same customer has another (more expensive) service, such as an annual termite renewal, or another service location, it's possible the customer will not want the card automatically charged in these scenarios. 

Key Point

  • Click the check box Exclude from Autopay [x] in the bottom-right corner of the Work Order

To keep the card from being automatically charged, click the check box Exclude from Autopay [x] in the bottom-right corner of the Work Order.

Also watch this video.

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