📚 How To: Setup Auto-Pay

Enable auto-pay to ensure your invoices are paid automatically—no more missed payments! Follow the steps below to set up auto-pay in your FreshBooks account.

Setup Auto-Pay

Follow the steps below to setup auto-pay.

Step 1: Find the invoice email and click the View Invoice button

Step 2: Under the Recurring Payment section, keep the toggle on to have future recurring invoices paid automatically

🔹 Note: ShopZio transaction fees, which are calculated as a percentage of sales and billing monthly arrears are not eligible for autopay.

Step 3: Select a credit card, bank transfer (ACH), or PayPal account, depending on the options available on your invoice

Step 4: Fill in the required payment information

Step 5: For credit cards or bank transfers (ACH), check the box next to:
✅ Save this credit card to an account with [Company Name]
✅ Remember this bank account for future invoices from [Company Name]

Step 6: Click Pay $XXX.XX to process your payment

Step 7: A confirmation page will appear, and your payment will begin processing

Need Help?

• Learn more about Setting Up Payments via the FreshBooks Support / Resource Center.
• For additional support for FreshBooks, visit their General Support / Resource Center.

📌 Invoice Questions? Email our Accounting Team directly at digitalbilling@andmore.com.
📌 FreshBooks Support: For questions about using FreshBooks, visit their Support/Resource Center or check out their Getting Started Guide.

🔹 Note: FreshBooks is a third-party SaaS provider. For issues specific to their system, please contact FreshBooks support directly.