From Client iQ select the desired client you want to enable AutoPay.

Note: When Autopay is enabled, open invoices for the upcoming service date are automatically processed at 3AM UTC

Select the ‘Edit’ icon from the client Profile.

From 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 to be entered in the client profile.
2. The toggle in practice settings needs to be activated.

If practice settings auto pay toggle is enabled, the client profile auto pay toggle is enabled and client has a credit/debit card on file, the system will proceed with the automatic payment at the scheduled time. 

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