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How to Enable Auto-Payment on Payment Schedules in Invoices
Automate collections for installment invoices. Create a payment schedule, turn on Auto-Payment, and let BizStackPro charge future installments on the due dates.
Keeping Installment Payments on Schedule Automatically
When invoices are split into multiple payments, it can be difficult to track each due date and follow up consistently.
Auto-payment works with payment schedules to automatically charge future installments using a saved payment method.
Without automation, payments may be missed, delayed, or require repeated reminders to keep everything on track.
This guide will walk you through how to enable auto-payment on scheduled invoices so each installment is handled automatically.
To begin, review how auto-payment works and what conditions are required for it to run correctly.
How Auto-Payment Works (Quick Overview)
Auto-payment can be enabled only when an invoice includes a payment schedule. Typically, the customer pays the first installment manually, and future installments are charged automatically using the saved payment method.
- Schedule required: Auto-pay is available only on scheduled invoices.
- Installments: Automatic charges run on the scheduled due dates.
- Status updates: Invoices move from Partially Paid to Paid once all installments complete.
Step 1: Create an Invoice with a Payment Schedule
- Create or open an invoice in Payments → Invoices.
- Click Add Payment Schedule.
- Choose percentage or fixed-amount installments and set due dates.
- Click Add Schedule to apply it (customers will see the schedule on the invoice).
Example: 50% due today + 50% due next week for a simple two-part payment plan.
Step 2: Turn On Auto-Payment Before Sending
- When preparing to send the invoice, locate the Auto-Payment toggle.
- Switch it On to enable automated charges for the schedule.
- Confirm the invoice details and Send it to the customer.
Pro tip: Add one line in your invoice message explaining that future installments will be charged automatically on the due dates.
Step 3: What Happens After the Invoice is Sent
- Initial installment: The customer completes the first payment manually (to save the payment method).
- Future installments: BizStackPro charges the stored method automatically on the scheduled dates.
Step 4: Record Payments Manually (If Needed)
If you receive an offline payment (cash/check) or need to reconcile a special situation, you can manually record an installment.
- Open the invoice and click the three-dot menu.
- Select Record Payment → Record Manually.
- Enter payment details and click Submit.
Status behavior: The invoice stays Partially Paid until the full schedule is completed, then changes to Paid.
If a Scheduled Payment Fails
- Check Payments → Transactions for failure details.
- Contact the customer and request an updated payment method.
- Consider sending a reminder message with clear next steps.
Pro Tips
- Set expectations: Explain due dates and auto-charge behavior before sending.
- Monitor regularly: Review payments to catch failures early.
- Keep methods current: Remind customers to update cards to prevent declines.
Want fewer missed payments and less follow-up?
Auto-pay keeps installment invoices moving on schedule—without manual reminders for every due date.
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Frequently Asked Questions
Can I enable auto-payments for any type of invoice?
Auto-payments can only be enabled for invoices with a defined payment schedule.
What happens if a payment method fails?
You’ll see the failed attempt in Payments/Transactions and should ask the customer to update their payment method to avoid disruption.
Can customers opt out of auto-payments?
Yes. Customers can opt out by updating payment preferences. Explain benefits upfront to improve adoption.
How do I update a payment schedule once auto-payments are enabled?
Update the invoice schedule and notify the customer. Make sure changes are clearly communicated and agreed upon.
Collect Installments Automatically (Without Chasing Payments)
Build schedules customers can understand, enable auto-pay, and keep your billing predictable—while BizStackPro handles the follow-through.
More consistency. Less admin time.
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