This feature allows you to offer your payers the convenience of automatic bill payments, ensuring your future invoices are settled effortlessly and on time. This feature is available to all accounts equipped with an active Management System Integration.

How AutoPay Works

Once AutoPay is enabled, the system continuously monitors your integrated platform. For any new invoice generated in your management system, the corresponding payment is automatically processed directly from the payer’s saved payment method (ACH, debit card, or credit card). 

By default, the transaction executes on the invoice due date, but it can also be customized to run a set number of days late. To customize, please reach out to your Account Manager or our Support Team. 

• Automated Advance Reminders: To maintain complete transparency, payers automatically receive a pre-notification email 2 days prior to their invoice due date. If your business model requires a longer or shorter heads-up, please reach out to your Account Manager or our Support Team. 
• Instant Digital Receipts: Upon every successful transaction, an e-receipt is immediately issued to the payer. Additionally, any of your dashboard users who are actively subscribed to "Payments Notifications" will receive a copy.
• Seamless Accounting Reconciliation: AutoPay transactions function identically to manual payment page entries. The system automatically generates a cash receipt and writes back the activity to your management system using the exact same workflow. This ensures seamless, hands-free reconciliation across all of your platforms, regardless of whether a payment was automated or user-initiated.

Payer Enrollment Methods

Your insureds have two flexible pathways to subscribe to automated billing:

Option One: Enrolling While Submitting a Payment

Payers can easily opt into the service during their standard checkout process on your payment page.

1. Under the Payment Details section, the payer clicks the Enable AutoPay for future invoices toggle.

2. A confirmation prompt will automatically populate on their screen.

3. The payer clicks Confirm, completing their checkout and successfully enabling AutoPay for future invoices.

Option Two: Enrollment Without Making a Payment (Payless Enrollment)

Insureds can subscribe to AutoPay without needing an immediate invoice or making an upfront payment. This allows them to register as soon as their policy is bound and their account is generated in your management system. 

This is highly beneficial for clients who want automatic billing in place right away, or for specialized fields (such as healthcare insurance carriers) that must wait for external approvals before creating invoices.

1. The payer clicks the Enroll in Autopay button on the top right of your payment page.

2. They will be prompted to enter their unique account identifiers (such as account number and zip code) along with their bank or card payment details.

3. Our system validates the information against your management system in real-time. AutoPay enrollment will complete only if the account is successfully located, and a setup confirmation will be displayed.

Direct Enrollment Links

To accelerate customer sign-ups, you can direct payers straight to your dedicated enrollment page. Simply distribute your custom link by appending /Autopay to the end of your standard payment page URL: [YourPaymentPageLink]/AutoPay.

NOTE: For account security and accuracy, AutoPay cannot be established if the account information is entered incorrectly or does not match an active record in your management system.