How do I set up auto pay with Dispatch360?
Overview: Auto Pay ensures your monthly subscription is billed automatically, saving you time and preventing missed payments.
⚠️ Important: Auto Pay can only be set up directly by the customer in their QuickBooks account. For security reasons, our team cannot activate Auto Pay on your behalf.
Steps to Set Up Auto Pay in QuickBooks:
Before you begin: Auto Pay is only available in pay-enabled recurring invoices.
- Open your recurring invoice from your email and click Review and Pay.
- Once the invoice opens, select Set Up Auto Pay.
- You’ll be asked to log in to your QuickBooks account.
- Sign in with your Intuit User ID and password.
- Check the Auto Pay box.
- Review your details:
- Start date
- Payment frequency
- Payment method
- If everything looks correct, click Autopay.
- This will process the current invoice and automatically set up Auto Pay for future invoices.
- You’ll receive a confirmation email once setup is complete.
Video Tutorial:
Need a quick walkthrough? Watch this short video guide:
▶ How to Set Up Auto Pay: https://www.youtube.com/watch?v=j2-ZPaoKHRk
