The BILLWAZE AutoPay feature allows you to conveniently collect payments from your clients automatically. When enabled, AutoPay will automatically collect the balance owed for newly generated invoices. AutoPay works with both STRIPE and PayPal. **In order to use the AutoPay feature, you must first select your payment processor. Select Either STRIPE or PayPal from the Credit Card Processing screen ( located under Admin Settings-&gt; Credit Card Processing ) as your payment processor and complete the account setup process. If you select STRIPE as your processor, you will need to have a STRIPE account prior to setup within BILLWAZE. If you wish to use PayPal as your payment processor, you may setup a new account directly within BILLWAZE. Next, you will need to setup how you wish to use AutoPay. Navigate to Payments-&gt;BILLWAZE AutoPay. There, click on + Enroll a Client on the top right of the table.The following modal appears: <img src="https://dashboardassets.eb-pages.com/uploads/6417908828209152/image_png_Apr_29_2022_03_25_53_94_PM.png" alt="" width="inherit" height="inherit">To enroll a client:<ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Click on the "Client Name" drop-down menu and either click the client name or type it in for the closest matching results.</li><li value="2" class="PlaygroundEditorTheme__listItem">Select your Processor from the "Select Your Processor" drop down.</li><li value="3" class="PlaygroundEditorTheme__listItem">Under Invoice Type, select the options that suits this client: Either All Invoices where BILLWAZE will automatically collect payments for all "Scheduled" and "Instant Invoices" OR All / No Instant Invoices where BILLWAZE will automatically bill for all "Scheduled" invoices, not Instant Invoices.</li><li value="4" class="PlaygroundEditorTheme__listItem">Description - Enter notes / comments as necessary. This is not a mandatory field.</li><li value="5" class="PlaygroundEditorTheme__listItem">Click on the "Send Agreement" button. Once you click on this button BILLWAZE will send an email to the client's billing contact.</li></ol> PayPal - Accepting Billing AgreementIf you're using PayPal as your processor, PayPal requires that all clients sign a billing a agreement. A Billing Agreement allows BILLWAZE to automatically charge your clients account for invoices generated on their behalf within BILLWAZE.When you enroll clients in BILLWAZE, and email will be sent to that client requesting that they view and agree to the billing agreement * * The agreement signed is between you and PayPal. BILLWAZE takes no ownership or responsibility of any kind and shall not be held accountable under any circumstances for any disputes arising from any use whatsoever. Enrollment Table <img src="https://dashboardassets.eb-pages.com/uploads/6417908828209152/image_png_Apr_29_2022_03_28_40_82_PM.png" alt="" width="inherit" height="inherit"> The enrollment table displays clients currently enrolled with AutoPay. You may filter the results by selecting a single client from the "Select Client" in the selection bar. Alternatively, you may search for a client using the "Search by Client" search box on the top right of the enrollment table. The 'Status' column shows the enrollment status for each client. These include:<ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Pending - Billing agreement was emailed to client but they have not yet accepted the agreement.</li><li value="2" class="PlaygroundEditorTheme__listItem">Active - Client accepted the billing agreement and is now actively enrolled with BILLWAZE AutoPay</li></ol> * Clients in 'pending' state are not active and BILLWAZE will therefor not automatically collect payments until clients accept the billing agreement. The enrollment table will automatically display updated status information as clients agree to the billing agreement. Use F5 to force refresh the page to see any updates. Send Billing Agreement If you ever require to send the billing agreement again, you may click on the Send Billing Agreement button on the right hand side of 'Selection Bar' to resend the billing agreement. Clicking on this button will automatically send the billing agreement to all clients in 'pending' status. Action Menu ItemsThere are two available items in the 'Action' menu. Those include:<ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Edit - This allows you to change the 'Invoice Type'. (All Invoices or All Invoices / No Instant)</li><li value="2" class="PlaygroundEditorTheme__listItem">Delete - Deletes this client from BILLWAZE AutoPay. Once deleted, no further automated payment collections will be attempted.</li></ol> Quick Notes<ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">PayPal uses pop-ups. You must therefor enable Pop-Ups within your browser for PayPal. If you are using Chrome, this message will appear in your address bar on the right hand side of your screen. For more information, visit the help section of your respective browser for more details on how to enable pop-ups within your browser.</li><li value="2" class="PlaygroundEditorTheme__listItem">To work properly, you must turn on "Reference Transactions" within your PayPal account. To do so, you must contact PayPal directly: Phone: (888) 221-1161 -or- email PayPal at: <a href="mailto:service@paypal.com" target="_blank" rel="noopener" class="PlaygroundEditorTheme__link">service@paypal.com</a></li></ol> AutoPay will automatically collect funds whenever a new invoice (Scheduled or Instant) gets generated for any 'active' client listed in the table.

In this article we will show you how the AutoPay feature allows you to automatically collect payments for invoices you send.

The BILLWAZE AutoPay feature allows you to conveniently collect payments from your clients automatically. When enabled, AutoPay will automatically collect the balance owed for newly generated invoices. AutoPay works with both STRIPE and PayPal.

\*\*In order to use the AutoPay feature, you must first select your payment processor. Select Either STRIPE or PayPal from the****Credit Card Processing screen**** ( located under****Admin Settings-> Credit Card Processing**** ) as your payment processor and complete the account setup process. If you select STRIPE as your processor, you will need to have a STRIPE account prior to setup within BILLWAZE. If you wish to use PayPal as your payment processor, you may setup a new account directly within BILLWAZE.

Next, you will need to setup how you wish to use AutoPay. Navigate to Payments->BILLWAZE AutoPay. There, click on +****Enroll a Client**** on the top right of the table.

The following modal appears:

![](https://dashboardassets.eb-pages.com/uploads/6417908828209152/image_png_Apr_29_2022_03_25_53_94_PM.png)

****To enroll a client:****

1. Click on the "Client Name" drop-down menu and either click the client name or type it in for the closest matching results.
2. Select your Processor from the "Select Your Processor" drop down.
3. Under Invoice Type, select the options that suits this client: Either All Invoices where BILLWAZE will automatically collect payments for all "Scheduled" and "Instant Invoices" OR All / No Instant Invoices where BILLWAZE will automatically bill for all "Scheduled" invoices, not Instant Invoices.
4. Description - Enter notes / comments as necessary. This is not a mandatory field.
5. Click on the "Send Agreement" button. Once you click on this button BILLWAZE will send an email to the client's billing contact.

****PayPal - Accepting Billing Agreement****

If you're using PayPal as your processor, PayPal requires that all clients sign a billing a agreement. A Billing Agreement allows BILLWAZE to automatically charge your clients account for invoices generated on their behalf within BILLWAZE.

When you enroll clients in BILLWAZE, and email will be sent to that client requesting that they view and agree to the billing agreement \*

\* The agreement signed is between you and PayPal. BILLWAZE takes no ownership or responsibility of any kind and shall not be held accountable under any circumstances for any disputes arising from any use whatsoever.

****Enrollment Table****

![](https://dashboardassets.eb-pages.com/uploads/6417908828209152/image_png_Apr_29_2022_03_28_40_82_PM.png)

The enrollment table displays clients currently enrolled with AutoPay. You may filter the results by selecting a single client from the "Select Client" in the selection bar. Alternatively, you may search for a client using the "Search by Client" search box on the top right of the enrollment table.

****The 'Status' column shows the enrollment status for each client. These include:****

1. ****Pending**** - Billing agreement was emailed to client but they have not yet accepted the agreement.
2. ****Active**** - Client accepted the billing agreement and is now actively enrolled with BILLWAZE AutoPay

\* Clients in 'pending' state are not active and BILLWAZE will therefor not automatically collect payments until clients accept the billing agreement. The enrollment table will automatically display updated status information as clients agree to the billing agreement. Use F5 to force refresh the page to see any updates.

****Send Billing Agreement****

If you ever require to send the billing agreement again, you may click on the****Send Billing Agreement**** button on the right hand side of 'Selection Bar' to resend the billing agreement. Clicking on this button will automatically send the billing agreement to all clients in 'pending' status.

****Action Menu Items****

There are two available items in the 'Action' menu. Those include:

1. ****Edit****\- This allows you to change the 'Invoice Type'. (All Invoices or All Invoices / No Instant)
2. ****Delete**** - Deletes this client from BILLWAZE AutoPay. Once deleted, no further automated payment collections will be attempted.

****Quick Notes****

1. PayPal uses pop-ups. You must therefor enable Pop-Ups within your browser for PayPal. If you are using Chrome, this message will appear in your address bar on the right hand side of your screen. For more information, visit the help section of your respective browser for more details on how to enable pop-ups within your browser.
2. To work properly, you must turn on "Reference Transactions" within your PayPal account. To do so, you must contact PayPal directly: Phone: (888) 221-1161 -or- email PayPal at:[service@paypal.com](mailto:service@paypal.com)

AutoPay will automatically collect funds whenever a new invoice (Scheduled or Instant) gets generated for any 'active' client listed in the table.

The BILLWAZE AutoPay feature allows you to conveniently collect payments from your clients automatically. When enabled, AutoPay will automatically collect the balance owed for newly generated invoices. AutoPay works with both STRIPE and PayPal. **In order to use the AutoPay feature, you must first select your payment processor. Select Either STRIPE or PayPal from the Credit Card Processing screen ( located under Admin Settings-&gt; Credit Card Processing ) as your payment processor and complete the account setup process. If you select STRIPE as your processor, you will need to have a STRIPE account prior to setup within BILLWAZE. If you wish to use PayPal as your payment processor, you may setup a new account directly within BILLWAZE. Next, you will need to setup how you wish to use AutoPay. Navigate to Payments-&gt;BILLWAZE AutoPay. There, click on + Enroll a Client on the top right of the table.The following modal appears: <img src="https://dashboardassets.eb-pages.com/uploads/6417908828209152/image_png_Apr_29_2022_03_25_53_94_PM.png" alt="" width="inherit" height="inherit">To enroll a client:<ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Click on the "Client Name" drop-down menu and either click the client name or type it in for the closest matching results.</li><li value="2" class="PlaygroundEditorTheme__listItem">Select your Processor from the "Select Your Processor" drop down.</li><li value="3" class="PlaygroundEditorTheme__listItem">Under Invoice Type, select the options that suits this client: Either All Invoices where BILLWAZE will automatically collect payments for all "Scheduled" and "Instant Invoices" OR All / No Instant Invoices where BILLWAZE will automatically bill for all "Scheduled" invoices, not Instant Invoices.</li><li value="4" class="PlaygroundEditorTheme__listItem">Description - Enter notes / comments as necessary. This is not a mandatory field.</li><li value="5" class="PlaygroundEditorTheme__listItem">Click on the "Send Agreement" button. Once you click on this button BILLWAZE will send an email to the client's billing contact.</li></ol> PayPal - Accepting Billing AgreementIf you're using PayPal as your processor, PayPal requires that all clients sign a billing a agreement. A Billing Agreement allows BILLWAZE to automatically charge your clients account for invoices generated on their behalf within BILLWAZE.When you enroll clients in BILLWAZE, and email will be sent to that client requesting that they view and agree to the billing agreement * * The agreement signed is between you and PayPal. BILLWAZE takes no ownership or responsibility of any kind and shall not be held accountable under any circumstances for any disputes arising from any use whatsoever. Enrollment Table <img src="https://dashboardassets.eb-pages.com/uploads/6417908828209152/image_png_Apr_29_2022_03_28_40_82_PM.png" alt="" width="inherit" height="inherit"> The enrollment table displays clients currently enrolled with AutoPay. You may filter the results by selecting a single client from the "Select Client" in the selection bar. Alternatively, you may search for a client using the "Search by Client" search box on the top right of the enrollment table. The 'Status' column shows the enrollment status for each client. These include:<ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Pending - Billing agreement was emailed to client but they have not yet accepted the agreement.</li><li value="2" class="PlaygroundEditorTheme__listItem">Active - Client accepted the billing agreement and is now actively enrolled with EZB AutoPay</li></ol> * Clients in 'pending' state are not active and EZB360 will therefor not automatically collect payments until clients accept the billing agreement. The enrollment table will automatically display updated status information as clients agree to the billing agreement. Use F5 to force refresh the page to see any updates. Send Billing Agreement If you ever require to send the billing agreement again, you may click on the Send Billing Agreement button on the right hand side of 'Selection Bar' to resend the billing agreement. Clicking on this button will automatically send the billing agreement to all clients in 'pending' status. Action Menu ItemsThere are two available items in the 'Action' menu. Those include:<ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">Edit - This allows you to change the 'Invoice Type'. (All Invoices or All Invoices / No Instant)</li><li value="2" class="PlaygroundEditorTheme__listItem">Delete - Deletes this client from EZB AutoPay. Once deleted, no further automated payment collections will be attempted.</li><li value="3" class="PlaygroundEditorTheme__listItem"></li></ol>Quick Notes<ol class="PlaygroundEditorTheme__ol1"><li value="1" class="PlaygroundEditorTheme__listItem">PayPal uses pop-ups. You must therefor enable Pop-Ups within your browser for PayPal. If you are using Chrome, this message will appear in your address bar on the right hand side of your screen. For more information, visit the help section of your respective browser for more details on how to enable pop-ups within your browser.</li><li value="2" class="PlaygroundEditorTheme__listItem">To work properly, you must turn on "Reference Transactions" within your PayPal account. To do so, you must contact PayPal directly: Phone: (888) 221-1161 -or- email PayPal at: <a href="mailto:service@paypal.com" target="_blank" rel="noopener" class="PlaygroundEditorTheme__link">service@paypal.com</a></li></ol> AutoPay will automatically collect funds whenever a new invoice (Scheduled or Instant) gets generated for any 'active' client listed in the table.

What is BILLWAZE AutoPay?

How to setup Credits Cards, AutoPay, ACH and bill using the multi-currency feature. 

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