Manage autopay

Autopay is the process of automatically collecting payment from a customer. The payment is collected on the renewal date of a subscription. If autopay is activated, the default payment instrument that is set on the subscription is used. If a default payment instrument is not set on the subscription, the customer's default payment instrument is used. If a default payment instrument that is set on the subscription is inactive, the customer's default payment instrument is used.

The autopay schedule sets multiple retries for subscriptions that fail to bill successfully. The schedule also specifies if the subscription must be canceled after the last attempt.

Use this process to activate autopay on a subscription, set a default payment instrument, or set the length of time after which an unpaid subscription is canceled. If autopay is deactivated, you must process the payment manually.

1. Log in to Rebilly.

2. In the left navigation bar, press Data tables, then press Billing.

3. Select one of the following segments: Active subscriptions, Canceled subscriptions, Paid invoice, Refunded invoices, or Unpaid invoices.

4. In the ID or Invoice number column, press a number.

5. In the top right of the page, press Edit.

6. Select from the following:

   Activate autopay

   Select the Autopay checkbox.

   Activate delinquency period

   To specify the length of time after which a subscription is canceled if it is not paid:

   1. Select the Activate delinquency period checkbox.
   2. Specify the length of time after which the subscription is canceled if it is not paid.

   Set a default payment instrument for autopay

   Select an instrument from the Default payment instrument dropdown.
   A default payment instrument takes precedence over the customer's primary payment.

7. Press Save.

Use this process to set or edit multiple retries for subscriptions that fail to bill successfully. You can also schedule discounts or partial payments for each retry attempt.

1. Log in to Rebilly.
2. In the left navigation bar, press Data tables, then press Billing.
3. Press Unpaid invoices, Paid invoices, or Refunded invoices.
4. In the ID or Invoice number column, press a subscription.
5. Under Autopay schedule, press the link.
6. Press the date picker and set when the next payment is automatically collected.
7. In the Retry attempts section, press Add attempt, and set the schedule.
   To add more attempts, press Add attempt and set the schedule.
8. In the After a declined attempt section, select the Push renewal time forward checkbox.
   This moves the renewal time into the future after each retry attempt. If this option is not set, the next rebill may occur during the retry schedule of the current rebill.
9. In the After the last failed attempt section, select an option:
   • Cancel subscription: Cancels the subscription after the last attempt.
   • Abandon invoice: Abandons the invoice after the last attempt.
10. Press Update autopay.

Use autopay to schedule multiple retries for subscriptions that fail to bill successfully. You can also use autopay to cancel the subscription after the last attempt.

1. Log in to Rebilly.

2. In the left navigation bar, press Data tables, then press Billing.

3. Press Unpaid invoices, Paid invoices, or Refunded invoices.

4. In the ID or Invoice number column, press a subscription.

5. Under Autopay schedule, press the link.

6. Press the date picker and set when the next payment is automatically collected.

7. In the Retry attempts section, press Add attempt, and set the schedule.
   To add more attempts, press Add attempt and set the schedule.

8. In the After a declined attempt section, select the Push renewal time forward checkbox.
   This moves the renewal time into the future after each retry attempt. If this option is not set, the next rebill may occur during the retry schedule of the current rebill.

9. In the After the last failed attempt section, select an option:

   • Cancel subscription: Cancels the subscription after the last attempt.
   • Abandon invoice: Abandons the invoice after the last attempt.

10. Press Update autopay.