Set up Auto-Charge

Once your customer’s have credit cards on file and have given you permission to auto-charge their cards, you can set up auto-charge to free up some of your time.

To do this, click the “Customers” tab then click “Auto-charge Cards”

On this page, you’ll see two buttons.

You can edit the late fee settings and the auto-charge settings.


If you click on the “Edit Late fee Settings” button it will take you to your settings where you can set the number of days after the invoice is sent, the late fee to be a set amount or %, and the amount you want the late fee to be.

Once completed, click the blue “Save” button.

After you save the late fee settings, click the back button to go back to the auto-charge screen. Then click the blue “Edit Auto-charge Settings” button.

To add an auto-charge rule, click the green “+Add Charge Rule” button.

On this page, you will select the day the auto-charge takes place.

• Set to day 10 if you’d like to wait 10 days before invoices are attempted to be auto-charged.
  
• Set to day 0 if you’d like to charge invoices the same day they are created or sent.
  

Once done, click the blue “Save” button.