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Cards on File/Auto Pay

 

You can add cards on file for your users. In your User Settings, you can set if you want users to delete stored cards on file.

Adding a new card on file for your user, if you already have their address it will auto prefill.

If you allow users to pay online (User Settings) your users will be able to add their card by going to their name in the far right corner > My Account > Cards Tab > +Add Card.

Auto Pay lets Organizations and users setup daily or automatic monthly recurring credit card payments to their account. It can be a fixed amount or full balance.

Note: If Auto Pay is set to a fixed amount, whether it be daily or monthly, it will run regardless of the balance/credit on the account.

If a credit card declines via Auto Pay, it will be marked as inactive. You can select the expiration date to change it. The admin and user can both reactivate the card. Options > Reactivate.

Reactivate previously disabled credit card for declining, if recently used successfully. This restores Auto Pay automatically. 

  • Cards declining past 6 months will automatically be deleted from the system.

 Examples:

  • Membership Dues: Combined with recurring dues to automatically pay.
  • Pay your monthly bill: Set to pay full balance, on the 23rd of every month.


Access:

Manage > Users > (click someone) > Payment button > Auto Pay (tab).

A user can access Auto Pay from their account via their Name menu at the top right > Auto Pay (tab).

A credit card must be stored on file for Auto Pay to work.  If multiple credit cards existing, the primary one will be used.


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Charges will run between 04:00-05:00 ET.  The user will get a success email. You will see the payments on the Payments Received report, and the user’s account. It will post to their account denoting, “Auto Payment”. If the credit card declines, it will automatically deactivate the card and Auto Pay, and email you and the user.