Can I have my customers on an autopayment subscription plan?

This article goes over whether you can set your customers up on autopay, as well as how to do it.

One of the best features of the Finli platform is the ability to set your customers up on auto-pay.  This is a great way to make sure you're paid on time and that your customers aren't inconvenienced by having to submit payments every month.


Enrolling in Auto-payment

When your customer receives an invoice, they'll be given the option to save their payment information and enroll in auto-pay.  They can do that by paying by link or paying the invoice through the Finli App.

Paying an Invoice with Auto-payment

There's nothing you need to do to setup auto-payment - it's all setup by your customers.  Once they've enrolled, then any recurring invoice that you send them will automatically be auto-paid by them as long as:

  • They haven't disconnected their payment information
  • The Issue Date of the invoice is more than 5 days from the due date
  • They don't pause the payment for review

Answering your Customer's Questions About Auto-payment

If your customers have questions about auto-payment, you can direct them to this article which goes over more information they might be interested in.


Please direct your customers to How to pay your bill with Finli for more information about how to set up one-time or recurring payments.