Enrollsy

Automatically collect payments from customers without manual intervention

Auto-Pay Overview

Control whether customers can opt in, opt out, or are required to use automatic payments — at the company level or per account

Auto-Pay Settings: Company-Wide and Individual Controls

See Auto-Pay status for every enrollee from one screen, then turn it on or off for any account

View Who Is or Isn't on Auto-Pay

Close the open invoice and turn off Auto-Pay when canceling an enrollment to stop future charges

Prevent Duplicate Auto-Pay Charges After Cancellation

Serena Edwards

Richard Hogan

Auto-Pay

Enrollsy.com

Pricing

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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