If you have AutoPay enabled for your business account, you'll see a few new sections in the navigation panel on the left of your screen within the Business Portal - Customers and Programs. These are the two main sections that you will be using for AutoPay.
Here are a few quick and simple steps to get started with taking payments with AutoPay:
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Go to the "Invite" page and send invitations to your customers. You can send invitations on an individual basis or in bulk to multiple customers at once.
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Your customers will go through the AutoPay enrollment process, which entails adding their preferred card on file and authorizing Plastiq to pay your business on their behalf.
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When they enroll, you'll receive a final approval request. Please check to make sure their information looks correct.
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When you want to get paid, simply go to the "AutoPay" page, where you can initiate individual payments or multiple payments at once.
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