Stripe - AutoPay. Setup details.

All you need to know about setting up AutoPay with Stripe for recurring payments.

The customer needs to complete these steps to set up auto pay on an invoice and make payment:

1. Click Set up auto pay and enter their credit or debit card details.
2. Select the Automatically pay invoices on their due dates checkbox and click Pay.

The customer’s card will be charged immediately for that invoice. Subsequent invoices will be automatically charged on the relevant due dates.

Existing overdue invoices won't be paid automatically.

On payment, the customer receives:

• Confirmation that auto pay is set up
• Confirmation of the payment which displays at the top of the invoice
• An email confirming payment, with the receipt and invoice attached

When the next invoice is due, the customer receives an email with a link to the invoice and a message that it’ll be paid via auto pay on the due date. On payment, the customer receives an email with a receipt and a paid invoice attachment.

Cancel auto pay

Your customer can cancel auto pay from the online invoice. To do this, they need to:

1. Click Manage auto pay at the top right of the invoice, then select Cancel auto pay.
2. Click Cancel auto pay to confirm the cancellation.

The customer receives email confirmation of the cancellation. You'll also receive notification of this in Xero.

Troubleshoot a failed payment

If an automatic payment fails, you receive a Xero notification with a link to the unpaid invoice. Payment failed displays at the top of the invoice.

You're notified by email, and auto pay is deactivated. Update your payment information to activate auto pay and a new automatic payment.

To do this, they need to:

1. Click Manage auto pay at the top right of the invoice, then select Update card information.
2. Update the card details and click Update card information.

When the payment is successful, the customer receives an email confirmation.