AutoPay charges a client's saved card for their invoices, so you don't have to chase them. It needs three things, and nothing is charged until all three are true:
- AutoPay is on for your practice. Turn it on in Settings > Payments > Payment Collection.
- The client has a saved card. A card is saved when a client books online with Card on file, or when you add one from the client's profile.
- AutoPay is on for that client. Turn it on from the client's profile, under their payment methods, once they have agreed to it.
The Payment Collection card shows how many of your clients have a saved card and how many of them are on AutoPay, so you can see at a glance who will be charged.
Asking the client first
A card saved at booking is kept for that appointment, and the booking page tells the client nothing is charged now. That is not agreement to AutoPay. Ask the client before you turn it on for them. When you switch it on, Stillpoint asks you to confirm they have agreed, and records who turned it on and when.
When a client is charged
Choose the timing under Charge timing:
- When the visit's invoice is sent. An invoice for a visit is charged as soon as it is sent to the client. Any other invoice is charged on its due date.
- On the invoice's due date. Every invoice is charged on its due date.
An invoice with no due date is due on the day it was issued. A no-show or late-cancellation fee counts as a visit's invoice: if it isn't charged when it is created, AutoPay charges it for a client on AutoPay. Invoices that are already due when you turn AutoPay on for a client are charged within a day.
AutoPay never charges a draft, a paid or void invoice, or a package or membership invoice. Memberships renew on the card the client agreed to when they bought the membership.
When a card is declined
With Retry declined cards on, a declined card is tried again a day later, up to the Maximum attempts you set (the first attempt counts). With Email the client when a charge fails on, the client is told the card was declined and whether it will be tried again.