Skip to Content
🎉 Nextra 2.0 is released. Read more →
paymentsInvoices & EstimatesMobile: AutoPayment in Recurring Invoices

TABLE OF CONTENTS

What is Auto-Payment for Recurring Invoices (Mobile)?

Auto-Payment automatically charges a customer’s card for each occurrence of a recurring invoice you send from the TWIM CRM mobile app. You decide the charge source—either a Saved Card already on file or a Customer Card captured during checkout—then the system processes future payments on the schedule you define.

Prerequisites

  • Recurring invoice created via the Invoices or POS module.
  • Customer payment method on file (Card on File, or online card capture).
  • Payments must be via card — Auto-Payment is not available for cash or manual entry.

Key Benefits of Auto-Payment for Recurring Invoices

Understanding the benefits helps you decide when to enable Auto-Payment and which payment source to use for the smoothest customer experience and most reliable collections.

  • Hands-free collections: payments run on each billing date automatically.
  • Multiple payment sources: choose a Saved Card on file or a Customer Card you captured via checkout.
  • Frictionless experience: no extra steps for the customer after the initial payment.
  • Predictable cash flow: scheduled, on-time charges reduce revenue gaps.
  • Less admin work: set it once during scheduling; no chasing or manual charges.

Payment Method Options

Picking the right payment source ensures successful charges and fewer declines. Below are the available options and when to use them.

  • **Saved Card:**Charge any card already stored on the contact. Ideal when you’ve previously added a card on file and want the most reliable, “set-and-forget” billing.
  • **Customer Card:**Use the card captured during Tap to Pay, Card on File, or online checkout. Helpful if you just took a payment in person or online and want to continue charging that same card for future cycles.

How To Set Up Auto-Payment for Recurring Invoices

A Correct setup ensures charges fire on schedule and use the correct card. Follow these steps each time you create a recurring invoice from mobile.

Step 1: Enable Auto-Payment

On the scheduling sheet, toggle Enable Auto-Payment.

Step 2: Select payment method

Saved Card – Pick from saved payment methods.

Customer Card – Use the payment card captured via Tap to Pay or online checkout.

Step 3: Confirm the selected card and Send/Schedule

When a card is selected, you’ll see it summarized with the last 4 digits; use Change Card if needed. You can now Send/Schedule: Tap Send (or Schedule) to start the recurring invoice with Auto-Payment enabled. The system will process payments automatically on each billing date you defined.

Frequently Asked Questions

**Q: Does Auto-Payment support cash, manual entry, or bank payments?**No. On mobile, Auto-Payment is for card payments only.

**Q: Where do I turn on Auto-Payment in mobile?**In the Send/Schedule sheet for a recurring invoice. Toggle Enable auto-payment ON and choose the card source.

**Q: Can I use Auto-Payment with POS?**Yes, when POS carts with recurring products are converted to an invoice. Then enable Auto-Payment during scheduling.

**Q: What’s the difference between a Saved Card and a Customer Card?**Saved Card is any card already stored on the contact. Customer Card is a card captured during Tap to Pay, Card on File, or an online checkout.

**Q: How do I change the card used for Auto-Payment?**Before sending, select Change Card and choose a different Saved Card or select Customer Card (after capturing a new card).

**Q: What should I do if a scheduled charge fails?**Update the card on file with the customer, select the new card, and continue the schedule. Keeping cards current reduces future declines.

Q: Where do I find the “Manage Auto Payment” option when setting up or editing a recurring invoice?

The option to enable, disable, or manage the client’s saved card for auto-debit is located within the invoice editor itself, accessible via a hidden menu:

  1. Open the existing or new Recurring Invoice (or convert a one-time invoice to recurring).
  2. Look for the three dots (⋮) menu on the upper right side of the invoice editor screen.
  3. Click the three dots (⋮) and select Manage Auto Payment.
  4. From this screen, you can choose the client’s saved card (or add a new one) and enable the auto-debit for all future recurring charges.
  • How to create recurring Invoices
  • How to Edit Recurring Invoices
  • Recurring Invoices in Workflows
  • How to add and manage your customers’ cards on file
  • How to add Payment Plans to your Invoices?
  • Payments
  • Auto Payments in Recurring Templates
  • ACH Debit payment method on invoices
  • How to Create Subscriptions & Invoices from Contact’s Profile
  • Workflow Action - Send Recurring Invoice
  • How to add Payment Plans to your Invoices?
  • Supported Payment Providers & Methods by Product Area (What Works Where)
How to add Payment Plans to your Invoices?Auto Payments in Recurring Templates