Set up Auto-Charge

Auto-Charge automatically charges a customer’s card on file for unpaid invoices on a schedule you choose. It’s included on the Plus plan and is a $10/month add-on on other plans. Customers need a card on file, and they must have allowed you to charge it.

1. Go to Customers > Auto-Charge Cards. This menu item shows only after Auto-Charge is added to your account.
2. Under Auto-Charge Settings, the Based on your current settings box sums up when cards are charged and any late fees. Choose whether to check Only Auto-Charge invoices that have been Sent.
   
3. Optional: click Edit Late Fee Settings, then click + Add Late Fee Rule. Enter the Days After the Invoice is Sent. Under Set Late Fee to be a Set Amount or %., choose Exact Amount or Percentage and enter the Late Fee Amount. Click Save, then go back.
   
4. Click Edit Auto Charge Settings.
5. Click the green Enable Auto Charge button. Nothing is charged until Auto Charge is enabled. The page then says “Auto Charge Invoice Setting Enabled.”
6. Click + Add Charge Rule. Under When to attempt the charge, choose The day you send the invoice, or After a number of days and enter the Days later. Add more rules to try again later, for example after 3 days and again after 10.
   
7. Click Save.
   

Your rules show on the Auto-Charge Cards page, for example “After 10 Days: attempt to auto charge customer’s card.” To stop auto-charging, click Edit Auto Charge Settings, then click Disable Auto Charge. The Auto-Charges list at the bottom of the page shows each charge attempt as SUCCESS or FAIL.

Get a card on file

Auto-Charge only charges customers who have a card or bank account on file. To ask a customer to add one:

1. Go to Customers > Manage Credit Cards.
2. Click the Customers Without Credit Cards tab and search for the customer.
3. Click Send Email (or Send SMS). The Send to customer to add their credit card on file template is picked for you, with a link to add their card in their customer portal.
4. Click Send Email.
   

For other ways to save a card, see Save a Credit Card on File.

Turn Auto-Charge off for one customer

Each customer’s profile has an Auto Charge This Customer switch under Invoice Settings. It is on by default. Turn it off for any customer you don’t want charged automatically.