Knowledgebase

Feature spotlight: automatic payments

Save a payment method once and every invoice pays itself on its due date. No reminders, no late fees, and a receipt in your inbox each time.

What it does

On the due date WBAMS charges your default payment method for the exact invoice amount and marks the invoice paid. If the charge fails it tries again the next day, and again three days later, and tells you each time.

An invoice moving from issued to paid
Issued, due, paid - without you doing anything on the day.

Where to find it

Billing › Payment Methods. Add a card or bank account and click Set as default. The switch on each invoice shows whether it will be paid automatically.

Tips

  • Keep a second method saved; it is used if the default fails.
  • Turn automatic payment off on one invoice without turning it off everywhere - the switch is on the invoice itself.
  • Update the card before it expires; you get an email a month ahead.

Note

Automatic payments only ever take the invoiced amount. Nothing is charged for an invoice you have not received.

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