AutoPay - Automatic Recurring Payments

Eliminate the need to chase up payments today with AutoPay. With AutoPay, your customer's invoices will automatically be charged to their chosen card(s) before they are overdue. This ensures you the business owner are getting paid on time and more often.

  • Save time chasing up payments with invoices being automatically paid.
  • Better cashflow, get paid before the invoice is due.
  • Less bad debtors, requires no effort from customers to pay.

AutoPay is also easier for your customers, after saving their card information everything is paid automatically.

How do I get started?

Please note before you can get started AutoPay requires you have our debit/credit card integration enabled.

Enable the AutoPay feature

To enable AutoPay, follow our knowledge base article.

Request customer payment information

Once you have AutoPay enabled, the next step is to get your customers to save their customers debit/credit cards ready to be charged and allow them to be used with AutoPay.

You can quickly email all your customers using the messaging system and moving forward make a practice of saving cards as part of your on-boarding process.

Customer Card Management
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You can run reports to check the status of how many of your customers have added a card ready for processing.

Run your invoices

The final step is to run your invoices. The beauty of AutoPay, is that once configured everything just works seamlessly.

Reporting

After the invoices have been created and AutoPay has run, you can view the AutoPay report to status of each payment. If a payment fails, for example insufficient funds or expired card, your customer will be emailed, notificed and requested to make payment.

AutoPay Reporting
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How are you securing storing my customers cards?

At Class Manager we are tightly integrated with Stripe for all debit & credit card processing. The card information is not stored by Class Manager, but is stored with Stripe.

Stripe has been audited by a PCI-certified auditor and is certified to PCI Service Provider Level 1.

For more information on Stripe security please see here. For more technical information about how we work with Stripe please reach out to our team.

How much does it cost?

AutoPay is provided to you free of charge.

Please note - as stated above, you will be required to use our debit/credit card integration before you can utilise the AutoPay features which as expected, carries an associated transaction cost.


dmytro

Software Developer
Written Apr 27, 2020
30 jours d'essai gratuit, sans engagement

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