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How to Setup AutoPay (Requires Cayan)

Overview

This feature allows you to setup a default credit card for your customers and then have payments due be automatically processed on their due date using your Cayan, previously Merchant Warehouse, account.  This support article contains instructions necessary to get your system up and running.

More information on Cayan is available here: Recommended Merchant Account For Credit Card Processing
More information on setting up your Cayan account: How to Setup your Cayan Account

How to Set the Default Credit Card for a Client

  1. Click on the Clients component
  2. Click the Clients tab
  3. Click the Clients button
  4. Find and edit the client you want to setup a default credit card for
  5. In the Edit Client window click the More Actions button and select Manage Saved Credit Cards
    1. If there are not saved credit cards for this client then add a new one using the instructions here: Managing Saved Credit Cards
  6. Enter your password
  7. Find the credit card that you want to set as the default and click Set as Default

How to Setup a Payment Due to use AutoPay

Please note, only payments due can be setup for AutoPay.  Regular payments cannot be setup for AutoPay. 

To setup a payment due for AutoPay you simply create a payment due and make sure you select the AutoPay checkbox.  You can also edit a payment due and select the AutoPay checkbox.

Additional instructions on how to create a payments due are available in the following support article:

How to Create/Edit Payments Due

How to Create a Payment Plan for an Invoice