How to Set Up Auto-Pay for Customers in PRO Software

PRO Software offers Auto-Pay options to simplify payment processing and ensure timely transactions. This feature allows businesses to automatically charge customers, reducing the need for manual invoicing and follow-ups.

More Payment Options Than Ever!

In addition to Auto-Pay, this screen also allows you to:

Set up Auto-Monthly Statements

Select the Auto-Monthly Statement Date

These features provide greater flexibility and automation for managing customer billing.

Steps to Set Up Auto-Pay

  1. Enable Auto-Pay
    • Click the checkbox labeled "Automatically Charge" to activate Auto-Pay for the customer.
  2. Enter Customer Credit Card Information
    • Input the customer’s credit card details to be used for automatic billing.
  3. Updating Payment Information
    • Credit card details can be updated at any time as needed.

📌 Note: Auto-Pay ensures seamless transactions, reducing the risk of late or missed payments.

Final Thoughts

Setting up Auto-Pay in PRO Software enhances efficiency by automating customer payments. Combined with Auto-Monthly Statements, businesses can streamline their billing process while ensuring consistent cash flow.

Tags
How to Choose a Send Invoice Method in PRO Software