Module 15.3 Inviting customers to sign up to auto-payments

MODULE 15 - PAYMENTS

15.3: Inviting customers to sign up to auto-payments

Once the setup for automatic payment methods has been completed, you can then invite customers.

If you’ve enabled both GoCardless and Stripe, then both of these options will appear on the invitation, so if you’d like to hide one of these, you can do this from settings > notifications & messages and selecting the ‘hide stripe’ or hide GoCardless from invitations’ options.

Once you’re set, you can invite customers by going to the customer view > automated payment method, where you can preview the invitation and send.

Follow the step-by-step here: