Once you have enabled the D-Tools Payments functionality, you can use the Auto Pay feature to automate the collection of recurring payments for service contracts and subscriptions without any manual intervention from you or the customer.
On the customer's side, they will see the option to enroll in Auto Pay on the invoice for the contract. Enrolling for Auto Pay is optional for the customer.
Here are the steps to enable automatic payment collection using Auto Pay.
#1 Enable Auto Pay
Auto Pay is enabled by default but can be turned off at any time. To re-enable the Auto Pay feature:
Go to Settings > D-Tools Payments in the left navigation menu.
Under Automatic Payment Collection, click "Enable."
#2 Enable Invoice Creation automation for contracts and subscriptions
Once Auto Pay is enabled, you can enable Invoice Creation automation for contracts and subscriptions individually, allowing customers to enroll in Auto Pay for the next invoice.
Enabling Invoice Creation automation involves setting the payment schedule and invoice email details.
To enable Invoice Creation automation for a contract:
Go to Service > Contracts in the left navigation menu and open the details view of the contract.
Go to the Payments tab and click "Enable Automation." Now, you will see a modal to configure the automation.
Configure the automation.
The steps to enable the automation for subscription are similar.
Check out this article for more details.
Customer view of Auto Pay
With Auto Pay and Invoice Creation automation enabled for a contract or subscription, the customer will see an option to enroll for Auto Pay. The customer can enter their credit card or bank details and make their first payment.
Cloud will send Auto Pay Reminder emails on the relevant billing dates, and Auto Pay will facilitate the collection of payments on the due dates.
The customer can click "View Invoice" to see the invoice. From within the invoice, your customer will have the option to change their payment method if necessary.
Unenroll customers from Auto Pay
You can unenroll customers who have enrolled for Auto Pay.
Check out this article for more details.
Disable Auto Pay
You can disable Auto Pay by clicking "Disable" under Automatic Payment Collection.
The invoices in new contracts and subscriptions that use the Invoice Creation automation will not show the "Enroll in Auto Pay" option.
The remaining payments of the contracts and subscriptions currently enrolled for Auto Pay will be collected automatically on due dates unless you manually unenroll the relevant customers from Auto Pay.