What is auto-collection?

Auto-collection is a feature that automatically charges a customer's default payment method for outstanding invoices. This behavior can be configured at different levels within the system.

Configuring auto-collection

Auto-collection can be configured at three levels:

1. Customer level (global setting)

2. Subscription level

3. Individual invoice level (for draft invoices only)

Subscription-level configuration

To configure auto-collection for a specific subscription:

1. Navigate to the subscription management interface

2. Click on the three dots menu next to the subscription

3. Select "Edit billing information"

4. In the modal window, you can configure auto-collect payment and net payment terms

Invoice-level configuration

Auto-collection can be configured for individual invoices, but only if they are in "Draft" or "Action Needed" status:

1. Navigate to the invoice

2. If the invoice is in "Draft" or "Action Needed" status, click the "Edit" button at the top

3. Modify the auto-collection setting as needed

Important notes on auto-collection behavior

• If auto-collection is turned off for a subscription, all draft invoices for that subscription will never be auto-charged

• If auto-collection is turned on for a specific invoice, it will automatically charge for just that invoice

• If a customer pays an invoice one-off through the invoice portal, it will not change any auto-collection settings on other invoices, even if they choose to save their payment method for the future

• Once an invoice is issued, its auto-collection setting cannot be modified

• Changing auto-collection settings at the customer or subscription level will only affect draft invoices, not issued invoices

Limitations

It's important to note that once an invoice has been issued, its auto-collection behavior cannot be changed. This applies even if you modify auto-collection settings at the customer or subscription level.