πŸ’³ Autopay: Charge the Card on File Automatically

We're looking at autopay: automatically charging a client's card on file so collecting payment stops being a recurring task. Turn it on per client, and once a session is completed, the charge runs on its own and the receipt goes out without you touching anything.

You know the current version of this: a client owes for three sessions, you've drafted the follow-up message twice, and it's still sitting there. Autopay removes that conversation from the relationship entirely, which is better for you and honestly better for the client too.

You'd stay in control of the details: which clients are enrolled, when the charge triggers, and what happens if a card fails. Nothing gets charged that you didn't set up.

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Upvoters
Status

Planned

Board

Client Billing

Date

3 days ago

Author

Upheal Moderator

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