Skip to main content
All CollectionsGuides
Auto Charge guide
Auto Charge guide

Learn how to set up Auto Charge to automatically take payments from your clients when payment requests are issued

Sam Linge avatar
Written by Sam Linge
Updated over 9 months ago

What is 'Auto Charge'?

Auto Charge allows you to automatically charge your Clients for their Invoices or Credit Requests once sent. It can be enabled via the 'Auto Charge' checkbox found on System > Settings > Accouting Settings > General.

The payment is delayed to allow customers to review their Invoices and give them time to dispute it if needed. After the delay, the Client's primary saved payment method will be triggered.

What is 'Auto Charge and deferred payment delay'?

This is the time between creating a deferred payment and when a Client's saved payment method is actually charged. The minimum this can be set to is '0', which will cause the payment method to be triggered after around three hours.

Can I allow invoices to be automatically paid from a Client's balance?

You can allow auto payment by navigating to System > Settings > Accounting Settings > General and selecting the 'Automatically mark Invoices paid' box. If an invoice is sent to a client, and that client has enough funds in their balance, the invoice will be automatically paid. Otherwise, the invoice may be only partially paid. The client will receive an email notification stating that their invoice has been automatically paid from their balance.

For example, if a client has £300 and you send an invoice for £300, that invoice will be sent to the client as already paid. If a client has £100 and you send an invoice for £300, then the client will be told that the invoice has had £100 paid off it already and that they still owe £200.

What is a Deferred Payment?

If a customer has saved their card details when paying an invoice or topping up their account using Stripe, then you can choose to pay an invoice or credit request using the option 'Take Deferred Payment.' When this is selected, the client will receive an email explaining that you will take payment after a delay, which defaults to 5 days. The deferred payment delay is customisable in System > Settings > Accounting Settings > General.

After the time period, payment is then taken against the card on the client's account.

Can I use Auto Charge for individual Clients?

To enable Auto Charge for individual Clients, follow these steps:

  1. Make sure Auto Charge is disabled.

  2. Go to the profiles of the Clients that you want to Auto Charge.

  3. Select Actions > Edit profile and expand the 'Accounting & Client Manager' tab. From there, select "Override: Client will be Autocharged" from the Auto Charge override dropdown menu found within

Can I disable Auto Charge for individual Clients?

To disable Auto Charge for individual Clients, follow these steps:

  1. Make sure Auto Charge is enabled.

  2. Navigate to the profiles of the Clients that you no longer want to Auto Charge.

  3. Select Actions > Edit Profile and expand the 'Accounting & Client Manager' tab before selecting "Override: Client will not be Autocharged" in the Auto Charge override dropdown menu.

Did this answer your question?