When AutoPay is enabled in Practice Manager, you can then choose which individual clients will have their payments collected automatically. To do this, AutoPay must be activated within each client’s profile. This guide will walk you through how to enable it.

In the client profile, select the pencil icon to open the client profile editor.

Under the ‘Financial & Insurance’ tab, you will see an AutoPay toggle.

NOTE: By default the toggle is in disabled state until the enabled requirements are met.

1. A payment method has been added to the client profile
2. AutoPay has been enabled in Practice Manager

To enable AutoPay for a client, simply switch on the toggle and save your changes. Once activated, AutoPay will begin processing automatic payments for that client according to the frequency configured in Practice Manager.

IMPORTANT: AutoPay will only collect payments from the moment it is activated. Any invoices that were already open prior to activation will need to be paid manually.