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How to Enable Auto-pay for Recurring Invoices

Learn more about Zaprite's Auto-pay feature and how to enable it.

John avatar
Written by John
Updated over a week ago

Zaprite enables merchants to offer Auto-pay to their Customers via third-party platforms such as Square or Stripe.

Customers can now optionally choose to save their card information on file for future payments on Recurring Invoices and API Orders.

How to enable Auto-pay

The first step is make sure you have an Auto-pay-enabled Connection active in Zaprite. See the Supported Payment Methods section below for more information on which Connections currently support our new Auto-pay feature.

The next step is to enable an Auto-pay connection on any Recurring Invoice Checkout, or custom Checkout created for API Orders.

This will automatically show an optional checkbox on Checkouts where customers can opt-in to save their card information on a Merchant's processor account.

Once your Customer has saved their payment information on file, each future Invoice generated from that Recurring Invoice will be auto-charged using the saved card.

Supported Payment Methods

The following is a list of available Connections and Payment Methods that currently support Auto-pay:

Card payments

  • Stripe

  • Square

  • Merchant X

Note: Your payment processor may charge additional fees when charging cards saved on file.

Supported Features

The following is a list of features which currently support Auto-pay:

  • Recurring Invoices

  • API

Payment Profiles

Our Auto-pay feature works by saving a customer's payment information directly with the Merchant's payment processor, for example: Square.

Note: Zaprite does not store any customer payment information on our servers.

A new Payment Profile is created at Zaprite and saved for each Contact. This Payment Profile contains a reference back to the card securely saved with your payment processor. We then use that reference to tell your payment processor to charge the card on file.

You can see a Contact's Payment Profiles by visiting their page within Zaprite.

Managing Payment Methods

Your customer's can manage their saved Payment Profiles, including:

  • Add a new Card

  • Delete a Card on File

Email receipts for Orders charged using Auto-pay will contain a link that Customer's can click to manage their Payment Profiles.

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