Customers can enroll in Auto Pay after they have registered and logged into their customer portal.
To enroll, once they have logged in, they can simply click the Sign Up for Auto Pay button located in the top left side of the page.
They will then be asked to select either Credit Card or ACH (this option will only be available if ACH is enabled). Choose the preferred payment method.
If they choose Credit Card:
- Input the credit card details, including the card number, expiration date, and security code.
- Make sure that the "I understand and authorize my information to be stored and used for future payments and automatically upon job completion." option is selected.
- Verify and confirm the card information, then click on the "Save" button to finalize Auto Pay enrollment and store the Credit Card details.
If they choose ACH:
- Enter the bank account details, including the account number and routing number, and select the "Account Type".
- Make sure that the "I understand and authorize my information to be stored and used for future payments and automatically upon job completion." option is selected.
- Review and confirm the account information, then click on the "Save" button to complete Auto Pay enrollment and store the account details.
Once they have successfully signed up for Auto Pay, future invoices will be automatically deducted from their selected payment method.