Autopay lets you automatically collect payment from a customer on the due date of each invoice, using a saved payment method. This article covers how to enable, update, and disable Autopay from the Paystand customer page.
What changed (and what stayed the same)
We recently updated the Autopay interface to make the experience clearer and more intuitive. The three actions — Enable, Manage, and Disable — now each have their own dedicated flow with plain-language descriptions of which invoices are affected.
The underlying Autopay behavior has not changed. The same rules that governed which invoices were enrolled or unenrolled still apply. Only the interface has been updated to make your options more visible upfront.
Key improvements in the new UI:
- Invoice scope selection (which invoices are affected) is now shown directly in the primary modal — no longer buried inside a secondary confirmation popup.
- Language has been clarified: "existing open invoices" replaces the old "current invoices" to make it unambiguous that overdue invoices are not included.
- Saving changes to an active Autopay no longer requires an extra confirmation step — changes save directly.
- The Disable action still has a dedicated confirmation popup to protect against accidental removal.
Requirements
This update applies to Paystand Dashboard users only (NetSuite users are not affected). No update or action is required from your side — the new interface is available automatically.
How to enable Autopay for a customer
Navigate to the customer's record in the Paystand portal and click the Autopay card in the Receivable Settings for Customer panel.
- Payment method — Select the saved payment method (bank account or card) to use for automatic payments.
- Apply Autopay To — Choose which invoices should be enrolled:
- Future invoices and existing open invoices (default) — All new invoices will be enrolled, plus any open invoices that are not yet overdue. Overdue invoices are not automatically enrolled through this workflow.
- Future invoices only — Only invoices created from today onward will be enrolled. Existing open invoices are not affected.
- Send a Reminder (optional) — Check either or both reminder options:
- When invoice(s) sync — Sends a reminder when a new invoice syncs into Paystand.
- [N] day(s) before the autopay date — Sends a reminder N days before the payment is collected.
- Click Enable Autopay.
Autopay is activated immediately — no additional confirmation step is required.
How to update Autopay settings
If Autopay is already active for a customer, click the Autopay ON card. The modal opens with all current settings editable.
You can update any of the following:
- Payment method — Switch to a different saved payment method.
- Apply Autopay To — Change whether future-only or future + existing open invoices are enrolled.
- Send a Reminder — Adjust reminder preferences.
Click Save. Changes are applied immediately with no additional confirmation popup.
To disable Autopay instead, click Disable Autopay (the red text link at the bottom left of the modal). This opens the dedicated disable flow described below.
How to disable Autopay
Clicking Disable Autopay from the manage modal opens a separate confirmation popup, where you choose the scope of the disable action before confirming.
Choose which invoices Autopay should be removed from:
| Option | What happens |
|---|---|
| Future invoices only (default — recommended) | Future invoices will no longer be enrolled in Autopay. Invoices already enrolled remain enrolled and will still be collected automatically. |
| Future invoices and existing open invoices | Future invoices will no longer be enrolled. Existing open invoices currently enrolled through customer-level Autopay will also be unenrolled and will not be collected automatically. |
Click Disable Autopay (red button) to confirm, or Cancel to go back without making changes.
Frequently asked questions
Will enabling Autopay collect payment on overdue invoices?
No. When you select "Future invoices and existing open invoices," only open invoices that are not yet overdue are enrolled. Overdue invoices are not automatically enrolled through the customer-level Autopay workflow.
Can I change the payment method without disabling and re-enabling Autopay?
Yes. Open the Autopay manage modal, select a different payment method from the dropdown, and click Save. Autopay remains active throughout.
What happens to invoices already enrolled if I disable Autopay for "Future invoices only"?
Those invoices stay enrolled and will continue to be collected on their due dates. Only new invoices going forward will not be automatically enrolled.
What happens to invoices already enrolled if I disable Autopay for "Future invoices and existing open invoices"?
Any open invoices currently enrolled through customer-level Autopay will be removed from Autopay enrollment. They will not be collected automatically unless re-enrolled.
I don't see the Autopay option in the customer panel. What should I do?
Autopay availability depends on your Paystand plan. Please contact your Customer Success Manager to confirm eligibility and have it enabled on your account.
Does this change affect how Autopay works at the individual invoice level?
No. The customer-level Autopay UI update only changes the interface for managing Autopay from the customer record. Individual invoice-level Autopay settings and behavior are unchanged.