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.
Company-Wide Auto-Pay Settings
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.
Opt-In/Opt-Out
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.
After selecting this option, click Save Settings to apply the change.
Force Auto-Pay
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.
How Force Auto-Pay Looks on the Enroll Form
When Force Auto-Pay is enabled, customers will see a notice on the Enroll Form indicating that a payment method is required and that recurring payments will be processed automatically.
The same notice appears in the Customer Portal. When an account holder clicks Payments in the menu and then Edit, they will see this message under Edit Payment Method.
⚠️ Important Notice: Customers Can Still Remove Payment Methods
Even with Force Auto-Pay enabled, Enrollsy cannot prevent customers from deleting their own payment methods. Customers can remove a payment method by selecting the trash can icon next to it and clicking Clear account on file. If all payment methods are removed, Auto-Pay will be turned off for that account.
To stay on top of this, admins can run a report to see which customers are NOT on Auto-Pay and check periodically to ensure everyone remains enrolled.
Hide Auto-Pay
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.
Disabling Auto-Pay Company-Wide After Enrollment Has Begun
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.
Individual Account Auto-Pay Settings
To turn Auto-Pay on or off for a specific customer — regardless of your company-wide setting — follow these steps.
💡 Note: This is useful when a customer's Auto-Pay status needs to be adjusted outside of the enrollment process, such as after a payment method change or account update.
Step 1 - Search for the Customer
Use the search bar at the top of Enrollsy to search for the customer's name.
Step 2 - Open the Customer's Billing Page
Click on the customer's name in the search results to open their account, then navigate to their Billing page.
Step 3 - Adjust Auto-Pay Settings
Under Auto-Pay Settings on the Billing page, you can toggle Auto-Pay on or off:
To turn Auto-Pay off, click the Off option.
To turn Auto-Pay on, select one of the payment methods already on file for the account.
Step 4 - Save
Click Save to apply the changes to the customer's Auto-Pay settings.