What are Automatic Payments?
Automatic Payments make it easy for you to get paid on time, whether you're invoicing in advance or in arrears. To use this feature, ensure that your online payments option is enabled in your account settings.
How does it work?
If your customers have opted in to Automatic Payments, the option to process payments automatically will appear when you email invoices and/or statements.
You can choose which payment methods you'd like to accept.
⚠️ Note: If no payment methods are selected, no payment attempts will be made. In this case, customers will simply receive their invoices or statements via email as usual.
You'll also be able to view how many of your customers have enabled Automatic Payments.
When Are Invoices Eligible for Automatic Payment?
An invoice qualifies for automatic payment if all of the following conditions are met:
The customer has provided consent for automatic payments.
The invoice status is Outstanding, Overdue, or Draft.
The remaining balance is greater than $3 / £3 / €3.
The invoice has not been manually edited.
The invoice is not part of an Instalment Plan.
What Happens Next?
Once you click Send, Enrolmy will notify customers who have opted in to Automatic Payments:
Credit/Debit Card payments – Payment will be taken within 24 hours.
Direct Debit payments – Payment will be taken within 4 hours.
Enrolmy will attempt to process the automatic payment once per invoice.
✅ If the payment is successful, the invoice will be automatically marked as Paid.
❌ If the payment fails, the customer will receive an email notifying them of the failure and prompting them to make a manual payment instead.
How can my customers opt in for Automatic Payments
Within the Enrolmy Parent Portal, customers can opt into Automatic Payments in two ways:
1. In the My Payment Methods Section
Navigate to My Payment Methods.
If no payment method has been added yet, click Add a Payment Method.
When adding the new payment method, select the checkbox to Authorise for Automatic Payments.
2. At Checkout in the My Cart Section
When paying for an invoice in the My Cart section, customers will see an option to consent to automatic payments.
To opt in, simply select the checkbox labeled "I consent to [provider] taking future payments automatically."
Once consent is given through either method, automatic payments will be enabled for future eligible invoices.
How Customers Can Deauthorise Automatic Payments
Customers can choose to deauthorise their saved bank account or card for automatic payments at any time.
Once automatic payments are disabled:
Future payments will not be processed automatically.
Customers will need to make payments manually via the Enrolmy Cart process or by bank transfer, depending on your accepted payment methods.
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