Autopay & Batch Autopay

In this article:

Autopay

Batch Autopay

Autopay Invoices Report

Autopay

SingleOps provides a very valuable Autopay functionality where you or your client can save a credit card or ACH. Once saved, your team can batch charge the cards on file as needed. This feature is fantastic for your customers that have signed up for Recurring Jobs or services. 

**Please note, Autopay does not automatically charge your customer's cards on file - it is only "automatic" from the perspective of your customer. Your team will still have to process these manually - either by using the bulk method, or one-by-one.

Before you get started with Autopay, make sure the Autopay Enabled is turned on in your settings.

1. Navigate to:  Setup > Account Settings > Jobs
2. Toggle Autopay Enabled to YES
3. Next, when creating new proposals or jobs there is a dropdown available where you can select whether or not the job is eligible for Autopay. If a certain Job type is always eligible for autopay (for instance, a lawn care program you offer) you can select Autopay to be enabled in a Job Template to save you a click when setting up this type of Job.

• Now when your client pays an invoice for this Job, they are provided with the option to enroll in autopay.
• You can manage a Client's stored credit cards and autopay settings on their Client page. Click the Payment Method tab. You can also add new credit cards here and enroll them in autopay.
• When a Job is Autopay Eligible and the customer has a credit card/ACH signed up for Autopay, you will see a new option when clicking the Payments button.
  • Click Autopay and your customer will be billed for the balance on the associated invoice.
• The Autopay button is also easily available after completing a visit in SingleOps so you can seamlessly charge your client upon work completion. 

Batch Autopay

Batch Autopay is the ability to batch process multiple autopay invoices. This feature can process up to 100 autopay invoices at once.

Setup Batch AutoPay

Before using Autopay, adjust Autopay settings:

1. Navigate to:  Setup > Account Settings > Jobs >
2. Autopay Enabled to YES
3. Adjust other Autopay settings (see more info about each setting below) and when finished, click Update Settings at the bottom.

Per Visit Status	Select which visit status you want the invoice to populate in the autopay invoice report. Users can select “Completed” or “Approved”. For example, if I selected “Completed”, when a visit is “Completed”, then the invoice will populate in the autopay invoice report. This setting applies for One-Off and Per Visit invoices. For Fixed and Progress Billing invoices, they will populate in the report based on their invoice date. Batch autopay is not supported for CMBs or RUPs.
Payment Processed Email Template	Select a template to send when an autopay invoice is processed. There is one system template provided,  but this setting will default to None.
Payment Failed Email Template	Select a template to send when an autopay invoice has failed to process. There is one system template provided, but this setting will default to None.

Use Batch Autopay

1. Navigate to the Invoices Page
2. Click the Filters button to view clients that have a Card on File (Autopay) set to "Enabled".
   In order for a client to show in the list of results, they need to meet the following criteria:
   • The specific job needs to have Autopay Enabled (shown in Autopay section above)
   • The client needs to have a payment method on file, and the payment method needs to be listed as the "Default" and needs to have "Autopay Enabled?" turned on.
3. After the list on the Invoices page has been filtered, you can use the checkbox in the upper left of the results to check all the clients' names, and then use Bulk Actions > Charge cards on file to run their autopay.
   *Note: Even though we use the verbiage "Cards", autopay works for both credit cards and ACH.
   

Autopay Invoices Report

Autopay Invoices will have 5 statuses:

Status	Description
Ineligible	If an invoice has this status, it will not be available in the autopay invoices report (see below). This status is NOT visible on the UI.
Ready	Invoice is ready to be processed.
Processing	Invoice is in processing. When batch auto paying multiple invoices, the invoices are sent in a queue for processing. In this status, users cannot make any other payments until processing is complete (checkbox and Charge Default Card will be locked).
Success	Invoice was successfully processed
Failed	Invoice failed to process. Users can re-process autopay if desired, but we advise they check the error code in the client’s profile -> Payment Methods tab.

Reasons for invoices not showing in the Autopay Invoices report:

• There is no payment method on the client’s profile.
• Payment method must have “Autopay Enabled” and “Default”
• Invoice was created with a $0 balance
• Job does not have "Autopay Enabled"
• AutoPay invoices do not appear on the Autopay Invoices Report until the invoice is considered "Open".