You can require customers to enroll in autopay before they can officially accept an estimate.
When this setting is active, customers viewing an estimate cannot complete acceptance without having an active autopay method on file. This guarantees that new clients entering through your estimate workflow are automatically configured for recurring automatic payments.
How It Works for Your Customers
- Estimate View: The customer opens their estimate and chooses to accept it.
- Autopay Verification & Enrollment:
• If NO card/payment method is on file: The system prompts them to complete autopay setup via the Sign Up for Auto Pay button. The customer selects either Credit Card or ACH (Bank Account) to proceed.
• If a valid payment method IS ALREADY on file: The system detects the existing payment method and allows the customer to accept the estimate immediately without re-entering card details. - Automated Billing: Once enrolled, all future invoices generated for that customer are automatically charged to their selected payment method.
How to Enable the Setting
- Go to Global Settings in your account dashboard.
- Locate the toggle for Require Auto-pay To Accept Estimates.
- Switch the toggle to On.
For additional configuration details, refer to the Estimate Settings Knowledge Base Article.