Automatic payments (autopay)

Automatic payments suit customers you invoice regularly: maintenance contracts, property managers, repeat clients. They save a card or bank account once, and every invoice is paid on its due date. Nothing to chase.

Turn it on

1. Make sure online payments are on.

2. In Settings, tick Offer automatic payments to customers.

How customers sign up

On their payment page, customers can tick Pay future invoices automatically with this card or account when they pay, or click Set up automatic payments when they owe nothing. They agree to be charged on due dates until they turn it off. Their card details are kept by Stripe on your account, never by SteadyChase.

What happens next

• Each invoice is charged on its due date. If it's on a payment plan, each instalment is charged on its date instead.
• No reminders are sent while autopay is working, and the invoice shows Pays automatically with the card used.
• Payments are recorded in your accounting software like any other online payment.
• Invoices with an open question from the customer, late-fee invoices, and invoices handed to a collection agency are never charged automatically.

If a payment fails

We email the customer to update their details, autopay pauses for them, and usual reminders restart. You'll see Automatic payment failed on the invoice and in its history.

Customers can turn autopay off on their payment page at any time. You can turn it off for a customer from any of their invoices.