Meet Auto-Payments for recurring invoices and POS transactions — the fastest way to collect payments without chasing clients every billing cycle. Capture the first payment instantly, set your schedule, and let the system handle the rest. No follow-ups, no manual charges, no missed payments.
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What’s New (and why you’ll love it)
Set it and forget it – Turn on Auto-Payment when scheduling a recurring invoice and watch payments roll in automatically.
Multiple payment sources – Choose to charge from:
Saved card – Select from any stored cards for that customer.
Customer card – Use the card captured via Tap to Pay, Card on File, or online checkout.
Frictionless checkout – No extra steps for your customer after the first payment.
Stay in control – Toggle Auto-Payment on or off before sending.
Works where you work – Available for Recurring Invoices.
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Why This Changes Everything
No more chasing – Every payment is auto-collected on the due date, without awkward reminders.
More cash flow confidence – Predictable payment timelines mean steadier revenue.
Delight your clients – Smooth, “one and done” checkout experience.
Save hours of admin – Set it up once and let automation handle the rest.
:arrows_anticlockwise: Already Sending Recurring Invoices? Here’s the Upgrade
Instant enablement – Turn on Auto-Payment right from your invoice scheduling flow.
Smarter workflows – Your card selection is remembered if you toggle Auto-Payment off and on again.
More payment flexibility – Access any saved payment methods for your contact.
Seamless POS integration – When using PoS, add recurring products to cart & select "convert to invoice", then set it up while scheduling the same.
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Prerequisites
Recurring invoice created via the Invoices or POS module.
Customer payment method on file (Card on File, or online card capture).
Payments must be via card — Auto-Payment is not available for cash or manual entry.
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How to Use This Feature (Quick Start)
Create – Go to Invoices or POS and start a recurring invoice.
Add details – Select a customer, items, and billing frequency.
Enable Auto-Payment – On the scheduling sheet, toggle Enable Auto-Payment.
Select payment method:
Saved Card – Pick from saved payment methods.
Customer Card – Use the payment card captured via Tap to Pay or online checkout.
Send – Confirm and send the recurring invoice or POS schedule.
Sit back – Payments are auto-processed on each billing date.
Pro tips for speed:
Always confirm the right payment method before sending.
Keep cards on file updated to avoid payment failures.
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