Manage Autopays in the UI

Autopays, also known as subscriptions, are recurring payments that allow you to charge your customers at a scheduled interval. This guide explains how to set up and manage autopays in the Payabli UI.

To access the Autopays screen, navigate to Money In > Reports > Autopays. This action opens the Autopays view. This is where you can locate and manage all recurring payments to your organization. You can also apply filters to narrow the scope of your autopays view.

For each autopay record, you can:

• View autopay details
• Edit autopay settings
• Pause autopay
• Cancel autopay
• Continue a paused autopay

To see all options for managing an individual autopay, click the three-dot icon in the Actions column.

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Create an autopay

You can’t create autopays from the Autopays screen. To do that, find the target customer record and create it from there. To create a new autopay from the UI, follow these steps:

1. Navigate to Money In > Customers.
2. Locate the customer record and click the three-dot icon in the Action column.
3. Select Create autopay to open the Create Autopay panel.
4. Specify the operation type (Sale or Authorize or “Capture Later”).
5. Enter the payment amount and a description, or enter a line item from the catalog. If Payabli can’t find the item listed in your catalog, you must either select Add a One-Time Item or Add Item to Catalog to add the line item.
6. (Optional) Enter an invoice number.
7. Specify the start date, end date, and frequency of the autopay.
8. Enter the customer’s payment information. You can select a stored payment method, or enter new payment information. To store the payment method, select Save payment details for future use.
9. (Optional) Add any relevant notes to the payment record.
10. Click Review & Pay.

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View an autopay

To view an autopay’s details from the UI, follow these steps:

1. Locate the autopay record and click the three-dot icon in the Action column.
2. Select View autopay from the menu to open the Autopay Details panel. From here, you can see:
   • Overview of the autopay settings
   • Customer information (click the icon next to Customer Information to view the full customer record)

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Edit an autopay

To edit an autopay from the UI, follow these steps:

1. Locate the autopay record and click the three-dot icon in the Action column.
2. Select Edit autopay from the menu to open the edit modal.
3. You can edit the following settings:
   • Start date
   • End date
   • Frequency
4. Save your changes.

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Pause or cancel an autopay

To pause or cancel an autopay from the UI, follow these steps:

1. Locate the autopay record and click the three-dot icon in the Action column.
2. Select one of these options:
   • Select Pause autopay and click Pause Autopay in the confirmation modal.
   • Select Cancel autopay and click Cancel in the confirmation modal.

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Resume an autopay

To restart a paused autopay from the UI, follow these steps:

1. Locate the paused autopay record and click the three-dot icon in the Action column.
2. Select Continue autopay from the menu to restart the autopay.