Mobile: AutoPayment for Recurring Invoices

Auto-Payment for recurring invoices automates card charging on a set schedule, so you collect tuition and fees on time without manual follow-ups. Turn it on from the mobile send flow, choose a saved card or a parent's card you've captured, and let billing run itself.

This guide explains what it is, how it works, and how to set it up from your phone.

What is Auto-Payment for Recurring Invoices?

Auto-Payment automatically charges a parent's card for each occurrence of a recurring invoice you send from the Enrollio mobile app. You decide the charge source—either a Saved Card already on file or a Parent Card captured during checkout—then the platform processes future payments on the schedule you define.

Perfect for monthly tuition, activity fees, or any regular charge you bill to families.

Prerequisites

• Recurring invoice created via the Invoices or POS module
• Parent payment method on file (Card on File, or online card capture)
• Payments must be via card — Auto-Payment is not available for cash or manual entry

Key Benefits of Auto-Payment

Understanding the benefits helps you decide when to enable Auto-Payment and which payment source to use for the smoothest parent experience and most reliable collections.

• Hands-free collections: Payments run on each billing date automatically
• Multiple payment sources: Choose a Saved Card on file or a Parent Card you captured via checkout
• Frictionless experience: No extra steps for parents after the initial payment
• Predictable cash flow: Scheduled, on-time charges reduce revenue gaps
• Less admin work: Set it once during scheduling; no chasing or manual charges

Payment Method Options

Picking the right payment source ensures successful charges and fewer declines. Here are your options:

Saved Card: Charge any card already stored on the parent profile. Ideal when you've previously added a card on file and want the most reliable, "set-and-forget" billing.

Parent Card: Use the card captured during Tap to Pay, Card on File, or online checkout. Helpful if you just took a payment in person or online and want to continue charging that same card for future cycles.

Please Note: Auto-Payment on mobile supports card payments only. Cash and manual entry aren't supported for Auto-Payment.

How To Set Up Auto-Payment for Recurring Invoices

Correct setup ensures charges fire on schedule and use the correct card. Follow these steps each time you create a recurring invoice from mobile.

IMPORTANT: Before you begin, create a recurring invoice. Go to Invoices or POS and start a recurring invoice, add details, select a parent, items, and billing frequency.

Step 1: Enable Auto-Payment

On the scheduling sheet, toggle Enable Auto-Payment on.

Step 2: Select Payment Method

Choose your payment source:

• Saved Card – Pick from saved payment methods on the parent's profile
• Parent Card – Use the payment card captured via Tap to Pay or online checkout

Step 3: Confirm the Selected Card and Send

When a card is selected, you'll see it summarized with the last 4 digits. Use Change Card if you need to select a different one.

Tap Send (or Schedule) to start the recurring invoice with Auto-Payment enabled. The platform will process payments automatically on each billing date you defined.

Managing Auto-Payment After Setup

Need to change the card or update Auto-Payment settings on an existing recurring invoice?

1. Open the existing Recurring Invoice in the invoice editor
2. Look for the three dots (⋮) menu in the upper right corner
3. Tap the three dots and select Manage Auto Payment
4. From this screen, choose a different saved card (or add a new one) and enable or disable auto-debit for future charges

Frequently Asked Questions

Does Auto-Payment support cash, manual entry, or bank payments?

No. On mobile, Auto-Payment is for card payments only.

Where do I turn on Auto-Payment in mobile?

In the Send/Schedule sheet for a recurring invoice. Toggle Enable auto-payment ON and choose the card source.

Can I use Auto-Payment with POS?

Yes. When POS carts with recurring products are converted to an invoice, you can enable Auto-Payment during scheduling.

What's the difference between a Saved Card and a Parent Card?

Saved Card is any card already stored on the parent profile. Parent Card is a card captured during Tap to Pay, Card on File, or an online checkout.

How do I change the card used for Auto-Payment?

Before sending, select Change Card and choose a different Saved Card, or select Parent Card (after capturing a new card). For existing invoices, use the three-dot menu and select Manage Auto Payment.

What should I do if a scheduled charge fails?

Update the card on file with the parent, select the new card, and continue the schedule. Keeping cards current reduces future declines.

Pro Tip: Remind parents to update their payment information when cards expire. A quick text or email before a card's expiration date can prevent declined payments and awkward conversations.