Mobile Auto-Payment for recurring invoices in SourCherry automates card charging on a set schedule, so you collect on time without manual follow-ups. Turn it on from the mobile send flow, choose a saved card or a customer card youâve captured, and let billing run itself. This guide explains what it is, how it works with POS, and how to set it up.
TABLE OF CONTENTS
- What is Auto-Payment for Recurring Invoices (Mobile)?
- Prerequisites
- Key Benefits of Auto-Payment for Recurring Invoices
- Payment Method Options
- How To Set Up Auto-Payment for Recurring Invoices
- Frequently Asked Questions
- Related Articles
What is Auto-Payment for Recurring Invoices (Mobile)?
Auto-Payment automatically charges a customerâs card for each occurrence of a recurring invoice you send from the SourCherry mobile app. You decide the charge sourceâeither a Saved Card already on file or a Customer Card captured during checkoutâthen the system processes future payments on the schedule you define.
Prerequisites
- Recurring invoice created via the Invoices or POS module.
- Customer payment method on file (Card on File, or online card capture).
- Payments must be via card â Auto-Payment is not available for cash or manual entry.
Key Benefits of Auto-Payment for Recurring Invoices
Understanding the benefits helps you decide when to enable Auto-Payment and which payment source to use for the smoothest customer experience and most reliable collections.
- Hands-free collections: payments run on each billing date automatically.
- Multiple payment sources: choose a Saved Card on file or a Customer Card you captured via checkout.
- Frictionless experience: no extra steps for the customer after the initial payment.
- Predictable cash flow: scheduled, on-time charges reduce revenue gaps.
- Less admin work: set it once during scheduling; no chasing or manual charges.
Payment Method Options
Picking the right payment source ensures successful charges and fewer declines. Below are the available options and when to use them.
- Saved Card: Charge any card already stored on the contact. Ideal when youâve previously added a card on file and want the most reliable, âset-and-forgetâ billing.
- Customer Card: Use the card captured during Tap to Pay, Card on File, or online checkout. Helpful if you just took a payment in person or online and want to continue charging that same card for future cycles.
Please Note: Auto-Payment on mobile supports card payments. Cash and manual entry arenât supported for Auto-Payment.
How To Set Up Auto-Payment for Recurring Invoices
A Correct setup ensures charges fire on schedule and use the correct card. Follow these steps each time you create a recurring invoice from mobile.
IMPORTANT: To get started, Create a Go to Invoices or POS and start a recurring invoice, add details, select a customer, items, and billing frequency. For this step refer to How to create recurring Invoices. Step 1: Enable Auto-Payment
On the scheduling sheet, toggle Enable Auto-Payment.
Step 2: Select payment method
Saved Card â Pick from saved payment methods.
Customer Card â Use the payment card captured via Tap to Pay or online checkout.
Step 3: Confirm the selected card and Send/Schedule
When a card is selected, youâll see it summarized with the last 4 digits; use Change Card if needed. You can now Send/Schedule: Tap Send (or Schedule) to start the recurring invoice with Auto-Payment enabled. The system will process payments automatically on each billing date you defined.
Frequently Asked Questions
Q: Does Auto-Payment support cash, manual entry, or bank payments?
No. On mobile, Auto-Payment is for card payments only.
Q: Where do I turn on Auto-Payment in mobile?
In the Send/Schedule sheet for a recurring invoice. Toggle Enable auto-payment ON and choose the card source.
Q: Can I use Auto-Payment with POS?
Yes, when POS carts with recurring products are converted to an invoice. Then enable Auto-Payment during scheduling.
Q: Whatâs the difference between a Saved Card and a Customer Card?
Saved Card is any card already stored on the contact. Customer Card is a card captured during Tap to Pay, Card on File, or an online checkout.
Q: How do I change the card used for Auto-Payment?
Before sending, select Change Card and choose a different Saved Card or select Customer Card (after capturing a new card).
Q: What should I do if a scheduled charge fails?
Update the card on file with the customer, select the new card, and continue the schedule. Keeping cards current reduces future declines.
Q: Where do I find the "Manage Auto Payment" option when setting up or editing a recurring invoice?
The option to enable, disable, or manage the client's saved card for auto-debit is located within the invoice editor itself, accessible via a hidden menu:
Open the existing or new Recurring Invoice (or convert a one-time invoice to recurring).
Look for the three dots (âź) menu on the upper right side of the invoice editor screen.
Click the three dots (âź) and select Manage Auto Payment.
From this screen, you can choose the client's saved card (or add a new one) and enable the auto-debit for all future recurring charges.