Set Up Autopay

When To Use This#

Use this to set whether autopay is on by default for accounts, and whether eligible invoices are charged automatically on a schedule.

Before You Start#

• You need owner access to payment settings.
• Customer payments must be connected first. See

Set Up Customer Payments.

Choose The Default#

Open Settings → Customer payments and review the autopay default. This controls the starting invoice-autopay policy for accounts. A family's own saved method and billing settings still determine whether that family is eligible.

Changing the default does not charge anyone immediately.

Choose Whether Autopay Runs Automatically#

The auto-run setting controls whether Hello Sniff attempts to collect eligible issued invoices on its schedule. This is separate from the autopay default: eligibility alone does not move money.

When you turn on auto-run or another automatic-charge setting, review the confirmation before saving. It states that saving does not charge anyone now and names the customer charges that may happen later.

Review Related Automatic Actions#

Review automatic fee charging and no-show detection separately. Each setting controls a different future action. Match them to the business's approved process, then save only after the confirmation describes what you intend.

What Happens Next#

The saved settings determine eligibility and whether scheduled collection is allowed. Saving the settings does not run autopay immediately. Individual saved methods, family settings, invoice status, current balance, and server checks still apply when a later run occurs.

For cards, the saved expiration month and year must be complete. A card remains eligible during its expiration month and becomes ineligible when the next UTC month begins; a card from a past month or one with incomplete expiration details is not eligible for autopay. An eligible alternate saved method can be used instead of an ineligible default method.

Troubleshooting#

• If an autopay option shows an upgrade prompt, it requires the Pro plan.
• If autopay is not charging as expected, confirm the account has an eligible saved payment method,

any saved card has not passed its expiration month, the family's own settings allow autopay, the invoice is eligible, and auto-run is enabled.

• If the customer portal does not show an active autopay method, use the status detail there to check

whether the saved method, family policy, or customer-payments connection still needs attention.

• If you are not ready for Hello Sniff to attempt scheduled invoice collection, leave auto-run off. You can still review and run authorized billing actions manually.