Invoice AutoPay Add-on

The Invoice AutoPay Add-on allows you to automatically queue invoices for payment through Stripe when an invoice is approved.

Enabling the Add-on

1. Click on "Account & Settings" and then click on "Integrations & Add-ons".
2. Use the "Search" field on the right-hand side and enter "Invoice Autopay".
3. Click on "Enable" under the add-on's section.

Settings

Once the add-on has been enabled, you can click on the "Manage" option to customize the following settings:

• Payment Attempts - This setting allows you to select the number of times to attempt the payment.
• Attempt Interval - This setting allows you to select the number of days between each payment attempt.
• Activation Method - This setting allows you to choose how you'd like to activate AutoPay. You can select between the following options:
  1. Activate For All Customers - This is the default option for the "Activation Method" setting and it will apply AutoPay to all of your customers that have a saved credit card on their profile.
  2. Activate on Customer Profile - This option adds a "Enable" checkbox to your customers' profiles and allows you to enable AutoPay for specific customers.
• First Payment Attempt - This setting allows you to specify a time when the automatic payments will be processed. You can select from the following options:
  1. After Invoice is Approved - This option allows you to specify a time frame of when to process the payment after an invoice is marked as "Approved".
  2. Before the Invoice's Due Date - This option allows you to specify a time frame of when to process the payment before the invoice's due date.
  3. After Start of the Due Date - This option allows you to specify a time frame of when to process the payment after the invoice's due date.
• Activate by Default - This setting is displayed when the "Activation Method" is set to "Activate on Customer Profile". When this setting is enabled, it will automatically enable AutoPay for all existing and new customers who have a Stripe ID. If left unchecked, AutoPay will be disabled by default and must be enabled on customer profiles.

NOTE: An additional "Payment Method Order" setting will become visible if a company based in the US has the Stripe ACH Payments feature enabled.

Processing Automatic Payments

Automatic payments will be triggered for invoices when the status is set to "Approved" using the following features:

• Creating a Single Invoice
• Creating Multiple Invoices
• Invoice Autopilot Schedules
• Approving a single invoice
• Updating the status of invoices in bulk

Requirements

In order for your invoices to be queued for automatic payment processing, the following requirements must be met:

1. The status of the invoice is set to "Approved".
2. The Customer has a Stripe ID associated with their Teachworks profile.
3. The invoice total needs to be greater than $0.50.

Usage

If the requirements listed above are met, the invoice will be queued for automatic payment. The order in which invoices are processed is determined by the order that the invoices are approved in.

Teachworks then connects to Stripe using the customer's Stripe ID to attempt to process the payment using saved credit cards on a customer's profile. The customer's default card will be be charged first. If this card is declined and the customer has an additional saved credit card, the charge will be attempted again until the payment succeeds or the customer has no more saved credit cards.

If the payment succeeds, their invoice will be marked as "Paid". If the payment fails and the "Payment Attempts" setting is set to more than 1 in the add-on's settings page, the next attempt will be scheduled.

You can view invoices that have a pending automatic payment by looking at the Invoices table. A clock icon will be displayed next to the invoice number and you can hover your mouse over the icon to view when the next payment attempt will occur.

Viewing Payment Attempt Results

You can view all payment attempts in the Payment Attempts table, including charges that succeeded and failed, as well as the reason that they failed.  You can access this table by following the steps below:

1. Click on "Billing" and then click on "Invoices".
2. Click on “Payment Attempts" on the right-hand side.

Declined AutoPay Attempts Dashboard Widget

You can also enable the "Declined AutoPay Attempts" widget for your dashboard that will display declined payment attempts by following the steps below:

1. Click on Account & Settings and then click on "Dashboard Settings".
2. Click on "Enable" under the "Declined Autopay Attempts" widget.

Disabling Automatic Invoice Payments

On an Invoice

If you would like to prevent an automatic payment from being processed for an individual invoice, you can follow the steps below:

1. Click on Billing and then click on "Invoices".
2. Click on the "View" icon next to the approved invoice you'd like to disable automatic payments for.
3. Click on the "Invoice Options" menu at the top of the invoice.
4. Click on the "Cancel AutoPay" option.

Disabling the Invoice AutoPay Add-on

If you disable the Invoice Autopay Add-on, all of the pending payments will be cancelled.