Skip to main content

Turn autopay on or off

How you or your client can stop auto payments for an invoice that's been sent

Updated yesterday

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.


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.

  1. From your invoice select the invoice block

    1. Next select Set payment options

    2. Go to the Payment page > select the payment block

  2. 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.


Turn autopay off for your client

Turn autopay off, but keep the file active

If you'd like to turn autopay off, but the project is still in the works and your client still needs to make future payments:

  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

Autopay will be turned off, and the client will need to make the next payment manually.

Expire the file

Expiring a file means that the client can still access and view it, but no further action can be taken. You may wish to expire an invoice if the project is cancelled (after issuing any refunds).


How clients can disable autopay

Note that this 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 previous had autopay on and would like to disable it themselves, they should:

    1. They can find the link in any emails you've sent them

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

  2. Locate the Payment Schedule in the file

  3. 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!