Setting up Client Autopay and Saved Payment Methods

Collective Invoicing enables you to set up automatic payments for your clients. After the client has added their payment details, any time you create a new invoice you’ll have the option to charge the saved payment method, which will automatically charge the payment method on file. Before adding a saved payment method for your client, make sure that your Stripe account is connected to Collective Invoicing.

Follow the instructions below to add and charge a saved bank account or credit card. 

Adding a saved payment method

1. Setup a new invoice. Make sure you have added the client's email address.
2. When you have finished adding your invoice details, click Next to go to the payment options screen. 
3. Toggle on Charge Saved Payment Method. 
4. If your client doesn't have a payment method saved, they will need to add one via a payment request link. Select which payment method you'd like them to add.
5. Collective Invoicing will send the client an email with a link to add their payment method.
6. While you wait for your client to add a payment method, save your invoice as a draft by selecting Save as Draft.

Charging a saved payment method

1. When your client has added their payment method, find your draft invoice and click Edit Invoice. 
2. Proceed to the payment options screen by clicking Next.
3. Toggle on Charge Saved Payment Method. You won't be prompted to request billing details from your client again. 
4. Click Save and Send. If you don't want to send a copy of the invoice to your client, select Save Final Without Sending. 
5. Once you save the invoice, the client’s payment method will be charged and your invoice will be marked as paid. 
6. If you selected Save and Send your client will receive an email notifying them that their invoice has been paid.

Note: Collective provides invoicing tools to help you create and manage client payments. We do not collect or process payments on your behalf. All invoices and payments are managed directly by you.