Clients can turn on auto-pay directly in their portal. You can also enable or require auto-pay on their behalf. Clients now have the option to configure auto pay on their account. To set up auto-pay clients can navigate to the Settings tab of the client portal, click on the Billing sub-navigation. There you will see “Auto-Payment” with their enrollment status beneath it–either ‘On’ or, ‘Off.’ To enroll, click Manage Billing and enroll.
You can also enroll clients in auto-pay at their request. You can do this by navigating to Clients and then clicking on the Billing Contract, Settings, and then the three-dot menu to Edit Payment Settings. There you can disable auto-payment or require it.
