Autopay is a feature that allows you to automatically charge your clients for their invoices on the due dates specified in a payment schedule. Both you and your clients can turn off autopay at any time.
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.
📚 Tip
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.
Make autopay mandatory for your invoices
📚 Tip
If you don't see the option to turn autopay on, check if you're working on a recurring invoice. Recurring invoices don't have the option to turn autopay on, as they already have that functionality built in.
Start by creating an invoice
From your invoice select the invoice block
Next select Set payment options
Go to the Payment page > select the payment block
In the settings sidebar, turn on the Client must use Autopay option
What clients see when using autopay
When clients go to pay, they’ll 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.
If a client ever needs to change the card on file for autopay, they'll need to first turn off autopay. Then, they can manually make the next scheduled payment with the appropriate card and opt back in to autopay at that time.
How to disable autopay for your client
When turning off autopay, the process does not apply to recurring payments. 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
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
How clients can disable autopay
If your client previous had autopay and would like to disable it themselves, they will:
Open their HoneyBook client portal
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 > select Stop Autopay again
📣 Note
If you make autopay mandatory for the invoice, your client won't be able to disable autopay on their own.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!