The Goal: Provide a navigable table of contents for all Autopay-related KB articles so staff can quickly locate the topic they need.
Before You Begin:
- Autopay (stored payment profiles) requires a payment gateway to be configured in the Finance, Billing section, click Settings, and select Payment Gateways.
Table of Contents — Autopay
Getting Started
Important Topics
Set up & Manage Autopay from the Info Hub
- Store Credit Cards in the Info Hub
- Assign Payment Profile to Recurring Fees in the Info Hub
- Store Bank Accounts in the Info Hub
- Manage Autopay in the Info Hub
- View Billing Transactions and Pay Invoices in Info Hub
Set up & Manage Autopay from the Back Office
- Store Credit Cards in the Back Office
- Assign Payment Profile to Recurring Fees in the back office
- Remove Autopay for a Member
Managing Autopay
- Invoice Processing for Stored Payment Profiles
- My Billing Info: Autopay & Billing Tab (and Use Case)
- Finance Settings Overview
- Billing Overview
- Stored Payment Profile Report
Billing and Autopay
- Membership Renewal Overview
- Create Invoices prior to Charging Stored Payment Profile
- Manage Invoices for Upcoming (Recurring) Billing
- Generate Invoices for Upcoming (Recurring) Billing
- Automated Scheduled Billing Overview
Common Pitfalls
- No stored payment profiles available: A payment gateway must be configured before members or staff can store credit cards or bank accounts. Go to Finance, Billing section, click Settings and select Payment Gateways.