Autopay Set Up
Q: How do I set up autopay?
To set up autopay as a customer, when you receive your invoice, you need to either click “Pay Now” on the invoice or open the link provided.
You will provide your card information here and check the box to agree to autopay.
When autopay is set up for repeating invoices in, the payment will not be charged immediately upon setup unless the invoice due date has passed. The payments are processed on the invoice due date.
On subsequent invoices, the customer will receive an email with a link to the invoice and a message indicating that the payment will be processed via autopay on the due date. Once the payment is made, the customer will receive an email with a receipt and a paid invoice attachment.
Q: What payment methods can I use to set up Autopay?
Autopay within Xero uses Stripe as their integration. The following credit cards are accepted by Stripe:
Visa, Mastercard, American Express, Discover, Diners Club, JCB, and China UnionPay
You can also set up Autopay by using Apple Pay, Google Pay and Link
Q: I received my invoice, how do I know if autopay is set up?
When the customer receives an invoice email, it will include a link to the invoice and a message that it will be paid via autopay on the due date. Once the payment is made, the customer receives an email with a receipt and a paid invoice attachment.
A label will also appear at the top of the invoice for the client (not the PDF version).
Q: How do I know if my Autopay failed
When you click the invoice link, Payment failed displays at the top of the invoice. You should also receive an email that advises you that your autopay has failed.
The customer needs to update their payment information to re-activate autopay and a new automatic payment. When you go into your invoice, you will see a screen like the below to update your payment details.
Q: What happens if I cancel my services and I had Autopay set up for my invoices?
When a customer pays an invoice via autopay, but the future repeating invoice template is deleted, the payment is still processed. This is the last payment made from this template and no more invoices are generated from it.
Q: How do I change/update my payment details?
Only the subscriber can update subscription payment details in the billing account. Kobalt Security Inc. and Xero do not store payment details.
When you receive your invoice, you will see the top banner that shows you that your Autopay is active. To the right, you will see a button that says Manage autopay. Click the button and this is where you can update the autopay information.
You will then see the below screen to fill in and update your autopay information.
If you have an overdue invoice, payment is attempted automatically when you update or re-enter your payment details. If you are up to date, it will take payment upon the next invoice due date.
Q: Now that I have autopay set up, does this cover all invoices issued under my account?
Unfortunately no. Autopay is not available on one time services where payment is due upon signing and is not a one year term.
Autopay will also need to be set up for each recurring invoice series. If you receive an invoice for a new service and the invoice does not show that autopay is active, you will need to set it up for that series. The reference numbers will be different between the two series.
