Customer AutoPay Experience and Details

Customers can manage AutoPay from My Account when the feature is available for their Account and storefront permissions allow access.

Enable AutoPay from My Account

The customer signs in and goes to Account Manager → AutoPay. From there, they select Edit to open the AutoPay drawer.

In the drawer, the customer can:

• Enable or disable AutoPay.

• Select an eligible saved payment method.

• Review or update the grace period, when allowed.

  

The fields mirror the Admin AutoPay settings so internal teams and customers are working from the same Account-level configuration.

Customers can only select payment methods that are saved and supported for AutoPay.

My Invoices Banner

When AutoPay is enabled for the Account, customers see an AutoPay message at the top of My Invoices.

The banner confirms that AutoPay is enabled for the Account so customers understand that eligible invoices may be charged automatically.

How Customers See Scheduled Charges

Customers can review upcoming AutoPay activity from My Account, invoice details, and AutoPay-related emails.

The exact payment timing depends on the invoice due date and the Account’s configured grace period. Customers should review invoice due dates and AutoPay emails if they need to understand when a payment is expected.

AutoPay does not replace invoice visibility. Customers can still review invoices from My Account.

Disabling AutoPay

To disable AutoPay, go to Account Manager → AutoPay → Edit, set AutoPay to No, then select Save.

• Customer Side

  

Admins can also disable AutoPay from the Account’s AutoPay settings in the Admin.

• Admin Side

  

After AutoPay is disabled, Zoey will not automatically charge future eligible Invoices for that Account.

Disabling AutoPay does not change existing Invoice balances or statuses. Outstanding Invoices still require payment, collected manually or through another payment workflow.

Configure AutoPay for the customer Account as an internal Admin

AutoPay is configured at the Account level. Once enabled, the selected payment method and grace period apply to eligible open invoices for that Account.

Step 1 — Enable AutoPay on the Account

From the Admin, go to Accounts, open the Account, then go to Settings. In the AutoPay section, select Edit.

In the Edit AutoPay drawer, set AutoPay to Yes.

Only enable AutoPay after confirming the Account should be charged automatically for eligible invoices.

Step 2 — Select Payment Account

Use the Payment Account dropdown to choose the saved card or bank account that should be charged.

Only saved payment methods that are available for supported gateways can be selected. For example, if the Account has a saved card on Stripe, that card can appear as an AutoPay option. If the Account has a saved PayPal payment method, it will not be available for AutoPay.

If the payment method you expected does not appear, confirm that it was saved through a supported gateway. You can learn more in Saved Cards.

Step 3 — Configure Grace Period

Use the Grace Period (Days) dropdown to choose how long Zoey should wait after the invoice due date before attempting AutoPay.

You can select a grace period from None to 30 days. The first option is None — Payment Collected on Due Date.

For example:

• If an invoice is due July 30 and the grace period is set to None, AutoPay attempts payment on July 30.

  

• If an invoice is due July 30 and the grace period is set to 3 days, AutoPay attempts payment on August 2.

  

AutoPay uses the invoice due date. If your Account uses Net Terms, the invoice due date is based on the Account’s terms and invoice settings.

How AutoPay Works

When AutoPay Charges

AutoPay checks eligible invoices automatically. A charge is attempted when the invoice due date plus the configured grace period is less than or equal to the current date and time.

Zoey checks for eligible AutoPay invoices every minute, so payment is typically attempted within about 60 seconds of becoming eligible.

Example:

An invoice is due on July 30 and the Account has a 3-day grace period. AutoPay attempts payment on August 2.

AutoPay does not charge invoices before the due date plus grace period.

What “Next Payment” Means

The Next Payment date shows when Zoey expects the next invoice to become due for AutoPay.

This date helps admins and customers understand the next upcoming scheduled AutoPay activity for the Account. It is based on eligible invoice timing and should reflect the expected due date behavior after the latest AutoPay updates.

If the Next Payment date does not look correct, verify the invoice due date, the Account’s grace period, and whether the Account has eligible open invoices.

Where AutoPay Status Is Visible

AutoPay status appears in several areas of Zoey so admins, sales reps, CSR staff, and customers can understand whether AutoPay is enabled and what activity is expected.

• Account Overview: Shows the Account’s AutoPay status and upcoming AutoPay information.

  

• Sales tab / Admin Account: Helps internal teams review AutoPay status while managing account activity.

  

• View Invoices section: Helps admins understand which open invoices may be collected through AutoPay.

  

• Invoice list and invoice detail: Shows whether an invoice is associated with AutoPay collection.

  • Failed state

    

  • Scheduled state

    

  • Paid state

    

• Customer My Account: Lets customers view and manage AutoPay settings when permitted.

  

• Customer My Invoices banner: Shows customers that AutoPay is enabled for the Account.

  

• Transactions list and transaction detail: Shows payment activity and AutoPay-related transaction history.