HoneyBook

Autopay is a feature that allows you to automatically charge your clients for their invoices on the due dates specified in a payment schedule.

When setting up an invoice, you can toggle required autopay on, which will require clients to opt in to autopay before they’re able to submit payment to you. If this feature is toggled off, clients won’t be required to opt in to automatic payments, but they will still be given the option.

This article explains how to turn off autopay while keeping a smart file active. Clients will still be able to submit future payments (and will be reminded to do so if payment reminders are turned on). If you need to expire a smart file, autopay will also be turned off, and no further action can be taken on the file.

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Making autopay mandatory for your invoices

Start by <a href="https://help.honeybook.com/en/articles/5189729-creating-and-sharing-an-invoice">creating an invoice</a>﻿

From your invoice select the invoice block

1. Next select Set payment options
2. Go to the Payment page &gt; select the payment block

In the settings sidebar, turn on the Client must use Autopay option

1. Start by <a href="https://help.honeybook.com/en/articles/5189729-creating-and-sharing-an-invoice">creating an invoice</a>﻿
2. From your invoice select the invoice block
 1. Next select Set payment options
 2. Go to the Payment page &gt; select the payment block
3. In the settings sidebar, turn on the Client must use Autopay option

When clients go to pay, they will need to check the box to enable autopay. If autopay is required for that invoice, they won't be able to pay without checking the box.

When turning off autopay, the process does not apply to <a href="https://help.honeybook.com/en/articles/5790758-understanding-and-creating-recurring-invoices-in-smart-files">recurring payments</a>. Recurring payments can only be paused, resumed, or canceled by you. Clients cannot make changes to a recurring payment schedule.

If your client previously enabled autopay for a pay, but you'd like to disable this on their behalf:

Open the smart file with autopay enabled by using the search bar

1. You can also access the project workspace's Activity or Files tabs

Locate the Invoice section of the Action Summary

Select Stop Autopay, then select Stop Autopay again

1. Open the smart file with autopay enabled by using the search bar
 1. You can also access the project workspace's Activity or Files tabs
2. Locate the Invoice section of the Action Summary
3. Select Stop Autopay, then select Stop Autopay again

If your client previous had autopay and would like to disable it themselves, they will:

Open their <a href="https://help.honeybook.com/en/articles/2621043-honeybook-client-portal">HoneyBook client portal</a>﻿

1. They can find the link in any emails you've sent them, or you can provide them with a direct link

Locate the smart file with autopay enabled in the Activity or Files tabs of the project workspace

Locate the Payment Schedule in the file

Select Stop Autopay &gt; select Stop Autopay again

1. Open their <a href="https://help.honeybook.com/en/articles/2621043-honeybook-client-portal">HoneyBook client portal</a>﻿
 1. They can find the link in any emails you've sent them, or you can provide them with a direct link
2. Locate the smart file with autopay enabled in the Activity or Files tabs of the project workspace
3. Locate the Payment Schedule in the file
4. Select Stop Autopay &gt; select Stop Autopay again

If you make autopay mandatory for the invoice, your client will not be able to disable autopay on their own.

Still have questions? Feel free to send us a message by clicking the <a href="https://www.honeybook.com/?chat=show" rel="nofollow noopener noreferrer" target="_blank">Question Mark icon</a> on any HoneyBook page. Our team is always happy to help!

Making autopay mandatory for your invoices

What clients see when using autopay

How to disable autopay for your client

How clients can disable autopay