If your client chose to turn on autopay when they made payment—which will automatically charge their selected card on the appropriate due dates—but would now like to stop the automatic payments, that's no problem! They can turn off autopay from their end (they’ll just need to follow these steps), or you can stop it from yours.
PLEASE NOTE: This article covers how to turn off autopay while keeping a smart file active. Clients will still be able (and prompted, if you have payment reminders turned on) to submit future payments.
If you need to expire a smart file, this will turn off autopay, too, as well as prevent any further action from being taken on the file.
This article references smart files, our newest file experience offering more power and customization than ever. Click here to learn more about smart files and add them to your account!
In this article, we’ll review:
Turning off autopay as a client
For your client to turn off autopay:
1. Have them open their HoneyBook client portal by clicking any link in any HoneyBook email you've sent them (for example, the link to a file you've sent, or a direct link to their portal, if you've sent one).
2. If they don’t land in the smart file in question, they can locate it from the Activity or Files tabs of the project workspace and click to open.
3. Locate the payment schedule.
4. Click Stop Autopay, then Stop Autopay again.
This will remove the autopay setting—meaning no future payments will automatically process—and allow your client to manually make any other payments included in the payment schedule. If needed, your client can turn autopay back on when making the next payment.
PLEASE NOTE: This process does not apply to recurring payments. Unlike automatic payments, recurring payments must be paused, resumed, and canceled from the vendor side—clients cannot make adjustments to a recurring payment schedule.
Turning off autopay as the vendor
If you (the vendor) need to turn off automatic payments for a client, that’s doable, too!
To turn off autopay as the vendor:
1. Find the smart file in question and click to open. You can search using the search bar, or locate the file from within the project’s Activity or Files tabs.
2. Locate the payment schedule.
3. Click Stop Autopay, then Stop Autopay again.
That’s it! This will remove the autopay setting—meaning no future payments will automatically process—and the changes will update for your client immediately. Your client will need to manually make any other payments included in the payment schedule, and they can always turn autopay back on when making the next payment.
Want to learn more?
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!