Autopay lets you or your client securely save a credit card or ACH payment method on file so your team can charge invoices quickly, either one at a time or in batches. This is especially useful for customers on recurring jobs or services.
⚠️ Important: Autopay is not truly automatic. It is only "automatic" from your customer's perspective — your team still has to process every charge, either individually or through Batch Autopay. |
In this article:
Enable Autopay
In order to begin using AutoPay, you must have your Payment Gateway configured using SingleOps Payments as your payment processor. For more information, see our Set Up SingleOps Payments Powered by ProPay article.
Navigate to Setup > Account Settings > Jobs
Toggle Autopay Enabled to YES
Payment Processed Email Template: Select a template to send when an autopay invoice is processed.
Payment Failed Email Template: Select a template to send when an autopay invoice fails to process.
EMV Point of Sale Enabled (Open Edge and SingleOps Payments accounts only): This allows paying Invoices with the EMV Point of Sale interface. Requires a payment gateway to be configured.
Adjust the additional Autopay settings as needed, then click Update Settings at the bottom.
When creating a proposal or job, use the Autopay dropdown to choose whether that job is eligible for Autopay. If a job type is always eligible (for example, a lawn care program), enable Autopay in the Job Template to save a step each time.
Now, when your client pays an invoice for this Job, they are provided with the option to enroll in autopay.
Enroll a Client in Autopay
You can manage a client's stored payment methods and enrollment directly from the Client page.
To manage a client's payment methods:
Open the Client page
Click the Payment Method tab
Select either New Credit Card or New Bank Account, enter account and billing information, and select Submit.
Next to the created payment method, select Enroll Autopay, then Make Default.
This payment method can now be used for Batch Invoicing.
Charge Autopay on an Invoice
When a job is Autopay eligible and the customer has a card or ACH enrolled in Autopay, an additional option appears when you click the Payments button.
Click Payments on the invoice.
Click Charge Default Card to bill the customer for the balance on the associated invoice.
Batch Autopay
Batch Autopay lets you process multiple autopay invoices at once, up to 100 invoices per batch.
For a client to appear in the batch results, all of the following must be true:
The specific job has Autopay enabled.
The client has a payment method on file that is set as the Default.
That default payment method has Autopay Enabled turned on.
To run Batch Autopay:
Navigate to the Invoices page
Click Filters and filter for clients with Card on File (Autopay) set to Enabled.
Use the checkbox in the upper left of the results to select the clients you want to charge.
Select Bulk Actions > Charge cards on file to process their autopay.
⚠️ Even though the term "cards" is used, Autopay works for both credit cards and ACH.
💡To avoid overdue reminders being sent to autopay customers, run Batch Autopay regularly.
