Set Up Auto-Pay
What is Auto-Pay?
When you have auto-pay turned on, it will automatically run the default payment for every invoice on the date you have selected. If auto-pay is enabled for a family, all invoices for that family will follow the auto-pay rules. This means one off invoices, recurring invoices, etc. You can turn off auto-pay for individual families.
Setting Up Auto-Pay
From the Admin platform:
- Navigate to Settings > Invoices
- Find the section titled Auto-Pay Settings
| Available Settings | Description | Options |
|---|---|---|
| Enable Auto-Pay | For any family to utilize auto-pay, this must be ON. |
On Off |
| Default Run Date | This will determine what day the automatic payment is ran based on the dates for the invoice. |
Post Date (Sent) Due Date |
| New Families Auto-Enroll | Based on your gyms policies, you can default all new families that join the platform to be automatically enrolled in auto-pay. |
On Off |
| Card Automatic Retry | You can select Yes to have the card retried for a certain number of attempts. Once you select Yes, you will be able to choose how many times you want it to retry and how many days you want between each failed payment. |
On Off |
- Click save in the bottom right hand corner.
- When you turn auto-pay on, you will see a prompt that asks you how to handle the current families in your platform.
- Do not enroll my current families in auto-pay. I will manually enable auto-pay for individual families.
- Enroll all families in auto-pay for all invoices.
