01
Customer self-enrolls (preferred)
Send them a portal invite. They click 'Set up AutoPay', enter their card or bank, done. Works for ACH (cheaper) or card. They can change methods anytime.
02
Enable on their behalf
Open the customer → Billing → 'Enable AutoPay'. You'll need a card or bank already on file (set during a prior payment or via the portal).
03
How it charges
Every new invoice issued to the customer auto-charges on the due date (or immediately, depending on settings). Failed charges retry on Stripe's Smart Retries schedule.
04
If a card fails
You'll see an alert. The customer gets an email + SMS asking to update their payment method via the portal — they can fix it without you in the loop.
STILL STUCK?
We're here.
Ask Dewey in plain English, or tell us what feature you wish existed.
