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 |
- 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.
