Before you start
- You have a customer portal account.
What you'll do
Cards are stored by Stripe, not by your provider. With a card saved and autopay on, each invoice is charged on its due date and you receive a receipt; with autopay off, you still get the pay link and can use the saved card with one tap.
Do this
- 1
Open Portal → Payments
More → Payments on a phone. You see your saved cards, which one is default, your billing info, and the Autopay switch.
- 2
Add or replace a card
Add card opens a secure Stripe form (card or bank account). Set as default marks the one autopay and Pay all outstanding use. Remove deletes a card that is not the default.
- 3
Billing info
Billing info holds your name and billing address as they should print on receipts.
- 4
Autopay
Turn on Autopay (needs a saved card). Your provider's invoices are charged on the due date; a failed charge is retried and you are emailed. Turn it off any time; you will also find it under Notifications.
- 5
Shortcut while paying
On any invoice pay page, tick Save this card & pay future invoices automatically to do both steps at once.
Agreements
If you have a recurring service agreement and your provider bills automatically, autopay is what lets those invoices settle without you doing anything. Turning autopay off means each agreement invoice arrives as a pay link instead.
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