Manage autopay

Autopay is the process of automatically collecting payment from a customer on a subscription renewal date. If autopay is activated, the payment is retrieved from the customer on the renewal date using the default payment instrument set on the subscription. If a default payment instrument is not set on the subscription, or if it is inactive, the customer's default payment instrument is used to collect payment.

The autopay schedule sets multiple retries for subscriptions that fail to bill successfully and specifies whether to cancel the subscription after the last attempt.

Activate autopay

Use this process to activate autopay on a subscription, set a default payment instrument, and specify 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 screen, press Edit.

6. Select from the following:

   Activate autopay

   Select the Autopay checkbox.

   Activate delinquency period

   To specify the length of time after which the 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.

Create an autopay schedule

Use this process to set, or edit, multiple retries for subscriptions that fail to bill successfully, and to specify whether 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 specify when the next payment will be automatically collected.
7. In the Retry attempts section, press Add attempt, and specify the schedule.
   To add more attempts, press Add attempt and specify the schedule.
8. In the After each 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 while still within the retry schedule of the current rebill.
9. In the After the last 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.

Edit an autopay schedule

Use autopay to schedule multiple retries for subscriptions that fail to bill successfully, and to define whether 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 specify when the next payment will be automatically collected.

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

8. In the After each 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 while still within the retry schedule of the current rebill.

9. In the After the last 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.