AutoPay allows the system to automatically run payments on open invoices. In this guide, we will help you to understand AutoPay in TiQ.

IMPORTANT: The AutoPay feature must be enabled in Practice Settings and the client must have a payment method on file to run payments automatically.

‍Click here to understand how to enable AutoPay from the Practice Settings.‍

From the Practice Manager under the Billing & Payment tab, to enable AutoPay you will see the AutoPay toggle.

If the AutoPay feature is enabled, you’ll have the ability to select when you want to run the auto payments:

• 3AM UTC on the day of the service
• 3AM UTC the day after the Service Date

If a successful payment has been made via AutoPay, the amount paid/processed will be reflected on the clients' ledger for that date of service within the client payment column. You will no longer see an open invoice for the client in the Invoice Aging report. 

‍Click here to understand how to enable AutoPay for specific clients

Once the payments are processed, the Total Service Balance column will be deducted accordingly based on all information in that ledger line item.

NOTE: A PDF Receipt will also generate automatically in the client files. 

IMPORTANT: If the client has multiple invoices for different service dates, they will remain open if they do not meet the service date criteria to be paid automatically; however, if the client has 2 invoices open for the same service day, both invoices will be processed.

From the Invoice aging report, by selecting the error button you will see the autopay error pop-up, with the error returned from Stripe.

NOTE: If an error is returned from Stripe, the status will stay as ‘error’ until you make the corrections and process the payment again manually.

By selecting the Cancel button on the error pop-up, you will go back to the invoice aging report.