AutoPay Sign Up and Management
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AutoPay Sign Up & Management
The AutoPay feature will pay a customer’s bill on the date designated by the client. The
customer must have a default payment method to complete the AutoPay registration. Invoice
Cloud checks the balance of the customer’s bill prior to initiating the AutoPay.
How to Sign Up for AutoPay:
1. From the Customer Portal the registered user selects the > button to the right of AutoPay
or from the My Profile menu at the top of the screen they can selects AutoPay.
or
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The user can also access AutoPay from the Manager Users selection from the My Profile menu.
From the list of users, select the one to add AutoPay but clicking on the arrow to the left of the
name.
Note: Regardless of how the user accesses AutoPay, the following screen will appear:
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2. From the AutoPay page the user selects, New AutoPay Setup.
3. From the setup page, the user verifies that the correct account is selected, the correct
invoice type and the desired payment method. By enabling AutoPay, the user agrees to the
Invoice Cloud Terms and Conditions. After those choices are made, the user clicks on Save
this AutoPay Setup. The user will be sent an email that confirms the AutoPay registration.
No action is needed.
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4. When the customer now visits their Portal dashboard a green checkmark confirms the
user’s AutoPay enrollment.
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Manage AutoPay Settings
1. From the Customer Portal dashboard, the user can select, Manage my accounts, AutoPay,
or select AutoPay from the My Profile menu at the top of the page.
2. From the AutoPay page the user selects Edit.
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3. The user can select another form of payment if one has been saved to their profile. If the
user wishes to cancel AutoPay, the user selects No, I do not want AutoPay. After the
choices are made, the user clicks on Save this to AutoPay Setup.
4. If the user cancels AutoPay, the following page appears confirming the AutoPay signup
status.