Auto-Pay in Enrollsy can be configured in two places: at the company-wide level (which applies to all customers during enrollment) and at the individual account level (which lets admins turn Auto-Pay on or off for a specific customer after enrollment). This article walks you through both.

To configure how Auto-Pay works across your entire organization, go to the My Company page and click Payment Settings in the left-hand menu. You have three options to choose from.

This setting gives customers the choice. When selected, customers can opt in or opt out of Auto-Pay during enrollment, and they can also turn Auto-Pay on or off from within their Enrollsy account at any time.

Under New customers start with Auto-Pay, you can choose whether Auto-Pay starts out On or Off for new customers enrolling. This sets the starting choice on the Enroll Form, and each customer can change it before they continue. The default setting is On, meaning Auto-Pay will be enabled unless the customer turns it off or you change the default to Off.

Under Payment method selected for new customers, you can choose the preferred payment method, either credit/debit card or ACH (if you have both of these payment methods active).

After selecting this option, click Save Settings to apply the change.

On the Payment Info step, below the payment details, customers see a checkbox labeled Enable Auto-Pay using [payment method] I provided (for example, "Enable Auto-Pay using Credit/Debit Card I provided"). It starts checked or unchecked based on your default, and the customer can change it.

When the customer clicks Next, Enrollsy saves their Auto-Pay choice. The button shows a spinner and the form is locked for a moment while the choice is saved, then the form moves on to the Confirmation step.

On the Confirmation step, Today's Charges shows Auto-Pay (if applicable) as ON or OFF, so the customer can confirm their choice before clicking Pay & Submit. To change it, they can click Go back.

This setting requires customers to set up Auto-Pay when they enroll — they cannot opt out during the enrollment process. Customers will also be unable to turn off Auto-Pay from within their Enrollsy account; however, they can still delete their saved payment methods (see the important notice below).

After selecting this option, click Save Settings to apply the change.

When Force Auto-Pay is enabled, customers will see this notice on the Payment Info step of the Enroll Form: "Enrollments with recurring payments require Auto-Pay. One-time payments are processed at the time of enrollment."

The same notice appears in the Customer Portal. When an account holder clicks Payments in the menu and then the pencil icon, they will see this message under Payment Methods.

This setting removes Auto-Pay entirely from the enrollment experience. Customers will not see or be able to interact with Auto-Pay during enrollment, and they cannot turn it on or off from the Customer Portal. If you choose this option, an admin will need to set up Auto-Pay manually for each customer after enrollment.

After selecting this option, click Save Settings to apply the change.

Once an enrollment period is active, the only way to disable Auto-Pay for all customers is to archive the Enrollment Period. Customers will still be able to save and print receipts as needed after archiving.

To turn Auto-Pay on or off for a specific customer — regardless of your company-wide setting or the choice they made at enrollment — follow these steps.

Use the search bar at the top of Enrollsy to search for the customer's name.

Click on the customer's name in the search results to open their account, then navigate to their Billing page.

Under Auto-Pay Settings on the Billing page, you can toggle Auto-Pay on or off:

Click Save at the top of the Auto-Pay Settings section to apply the changes to the customer's Auto-Pay settings.