Auto-Pay is a feature in Enrollsy that automatically charges a customer's payment method when an invoice is due. When Auto-Pay is enabled on an account, there is no need to manually collect or record payments — Enrollsy handles it on schedule.
Auto-Pay affects both invoice generation and payment collection. Invoices are created according to the Payment Plan's schedule, and payment is collected on the due date — as long as the customer has a valid payment method on file and Auto-Pay is turned on for their account.
Most invoices originate from Payment Plans, but Admins can also post one-off invoices manually. In either case, Auto-Pay behavior is determined by whether it is enabled on that account at the time the invoice comes due.
Requirements to Use Auto-Pay
Before Auto-Pay can run, two conditions must be met:
1. Auto-Pay must be enabled at the company level. These settings control how Auto-Pay is presented to customers at enrollment and whether it can be turned on or off per account. Go to the My Company page and open Payment Settings. Under Auto-Pay Settings, choose one of the following options:
Opt-In / Opt-Out — Enrollees can choose whether to use Auto-Pay
Force Auto-Pay — All Enrollees are required to use Auto-Pay
Hide Auto-Pay — Auto-Pay is hidden from the Enroll Form
2. The customer's account must have a valid payment method on file. Auto-Pay cannot process a charge without an active credit card or ACH account attached to the customer's account.
How Auto-Pay Works
When a customer has Auto-Pay enabled and a valid payment method on file, Enrollsy automatically finds and collects payment for any Current invoice with a due date on that day. Enrollsy runs Auto-Pay twice daily: first at 5:45 am PT / 8:45 am ET, and again at 8:45 pm PT / 11:45 pm ET.
An invoice becomes "Current" as soon as an invoice reminder is sent. Auto-Pay always runs on the due date itself — it does not matter when the invoice became Current.
When Auto-Pay is turned off for an account, invoices are not generated automatically. If Auto-Pay remains off for an extended period, missed invoices are not created retroactively — an Admin will need to manually create invoices for any periods where the due date has already passed.
⚠️ Note: Auto-Pay will only run on balances of 50¢ or more. Balances below 50¢ are skipped.
Auto-Pay & Invoice Reminders
Invoice reminders and Auto-Pay are connected through your Payment Plans. For each Payment Plan, you configure whether and when Enrollsy sends an invoice reminder. The timing of that reminder determines when the invoice becomes "Current."
Keep these rules in mind:
Auto-Pay runs on the due date, not when the invoice becomes Current.
If Auto-Pay is re-enabled after the due date has already passed, the invoice will not be generated automatically — it must be created manually.
The payment frequency (how often invoices are generated) depends on whether the Payment Plan is an Installment, Scheduled, or Subscription plan. Learn more about Enrollment Period Payment Plans.
Auto-Pay Timing
Enrollsy processes Auto-Pay for invoices with a due date on the current day or the prior day (for invoices created after that day's Auto-Pay runs). The two daily runs are:
Run 1: 5:45 am PT / 8:45 am ET
Run 2: 8:45 pm PT / 11:45 pm ET
💡 To prevent Auto-Pay from charging a specific invoice: Turn Auto-Pay off on the customer's account, or set the invoice due date to a future date before the next run. For invoices older than one day, an Admin must either change the invoice date or post a manual payment (or the customer can pay through the Customer Portal).
The table below shows examples of how invoice creation time affects when payment is collected:
Invoice Generation Method | Invoice Created Date and Time | Invoice Due Date | Invoice Payment Date and Time |
Automatically from a Payment Plan | Wed Aug 2 @ 1:15 am ET | Sat Aug 5 | Sat Aug 5 @ 8:45 am ET |
Manually by an Admin | Wed Aug 2 @ 8:01 am ET | Sat Aug 5 | Sat Aug 5 @ 8:45 am ET |
Manually by an Admin | Sat Aug 5 @ 8:29 am ET | Sat Aug 5 | Sat Aug 5 @ 8:45 am ET |
Manually by an Admin | Wed Aug 5 @ 8:46 am ET | Sat Aug 5 | Sat Aug 5 @ 11:45 pm ET |
Manually by an Admin | Wed Aug 5 @ 11:31 pm ET | Sat Aug 5 | Sat Aug 6 @ 8:45 pm ET |
Custom Auto-Pay Schedules
You can customize the Auto-Pay schedule for individual accounts by creating or editing individual Payment Plans. These custom plans can be added at the time of enrollment or at any time by an Admin, and can be edited, deleted, or added to an account as needed.
How credits interact with Auto-Pay: If a customer has account credits and an outstanding invoice, Enrollsy first applies the credits to reduce the invoice balance (this reconciliation runs approximately every 15 minutes). Auto-Pay then collects only the remaining balance. For example, if an account has $50 in credits and a $100 invoice, Enrollsy reduces the invoice to $50 and Auto-Pay collects $50.
In short, Auto-Pay runs in two steps: (1) apply any available credits to the invoice, then (2) collect the remaining balance via the customer's selected payment method.
Viewing Who is on Auto-Pay
You can view Auto-Pay status for all customers on the Invoices page. The Auto-Pay column displays the payment method each customer uses (such as "ACH" or "Credit Card") if Auto-Pay is enabled on their account. If Auto-Pay is off, the column displays "Off."
💡 Tip: Customers with Auto-Pay turned off can enable it from within their own account at any time. This eliminates the need for them to log in and manually pay each invoice.
Auto-Pay Summary Emails
Admins can opt in to receive a daily Auto-Pay summary email showing which payments were processed successfully and which were rejected. This setting is configured per Admin user.
To enable Auto-Pay summary emails for an Admin:
Select the person icon in the top right of the Admin Portal and choose My Company.
Click the Users tab, then select Admin.
Click the pencil icon next to the Admin whose settings you want to update.
Scroll to the bottom of the settings panel and turn on the Receive Failed Customer Payment Emails setting.
