Customers can enroll themselves into automatic payments at the Customer Level. Allowing customers to enroll themselves makes it so that you do not have to set the Customer Payment Settings before collecting automatic payments.


To allow customers to enroll themselves into automatic payments at the Customer Level, complete the following steps:


  1. Ensure that Just Recurring Invoices is selected in the Recurring Payments Settings screen.

  2. Select Settings from the left navigation area.

  3. Select the Accounting Integration tab.

  4. Check the Enable Recurring Credit Card Charges box. 


A sample Accounting Integration screen is illustrated below.




When this box is checked, the customers will have the ability to enroll themselves into automatic payments when they pay their next InvoiceSherpa invoice.


To do this, they need to check the Enroll into Automatic Recurring Payments box on the Payment Link screen and ensure that the payment goes through successfully.


A sample Payment Link screen is illustrated below.