Setting Up Automatic Payments
Automatic payments are great way to simplify your interactions with your customer and reduce the amount of time you spend tracking them down for payments.
In Releventful, you can receive credit card or ACH/Bank Draft payments from your customer and have future payments paid automatically. You can choose from a combination of credit card and ACH/Bank Draft payments as listed below:
Enrolling in Automatic Payments
Client Enrollment
If you have added payments to your invoice, your client will be presented with an option to enroll in automatic payments upon payment.
💡Pro Tip: Enrolling your client in automatic payments has many benefits:
Guaranteed payment
No need to follow up for payments, they are charged automatically
For recurring events, your client can be charged automatically and seamlessly creating a low friction interaction with your business.
Proxy Enrollment
You can enroll your client in automatic payments by:
Clicking on Preview in the invoice home screen
Click on the Pay button on the invoice
Fill out your clients Credit Card or ACH bank information
Check the Enroll in automatic payments checkbox
Submit the payment
❗Important: Once a client has enrolled in automatic payments, instead of the client being emailed about their payment, their account will be auto-charged instead. To manage automatic payments, use the configuration setting at the top of the payment edit window.
Automatic Payment Schedule
After the client enrolls in automatic payments, the payment will be automatically paid on the payment due date.