# Mobile: AutoPayment in Recurring Invoices > Enable card Auto-Payment on mobile recurring invoices. Choose saved or customer cards, convert POS to invoice, and automate on-time collections. - Source: https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/mobile-autopayment-in-recurring-invoices - Section: Payments / Invoices & Estimates - Reading time: 4 min - Images: 3, each explained below --- Mobile Auto-Payment for recurring invoices in GHL Customer Care automates card charging on a set schedule, so you collect on time without manual follow-ups. Turn it on from the mobile send flow, choose a saved card or a customer card you’ve captured, and let billing run itself. This guide explains what it is, how it works with POS, and how to set it up. --- **TABLE OF CONTENTS** - [What is Auto-Payment for Recurring Invoices (Mobile)?](#what-is-auto-payment-for-recurring-invoices-mobile) - [Prerequisites](#prerequisites) - [Key Benefits of Auto-Payment for Recurring Invoices](#key-benefits-of-auto-payment-for-recurring-invoices) - [Payment Method Options](#payment-method-options) - [How To Set Up Auto-Payment for Recurring Invoices](#how-to-set-up-auto-payment-for-recurring-invoices) - [Step 1: Enable Auto-Payment](#step-1-enable-auto-payment) - [Step 2: Select payment method](#step-2-select-payment-method) - [Step 3: Confirm the selected card and Send/Schedule](#step-3-confirm-the-selected-card-and-send-schedule) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- ## **What is Auto-Payment for Recurring Invoices (Mobile)?** Auto-Payment automatically charges a customer’s **card** for each occurrence of a **recurring invoice** you send from the GHL Customer Care mobile app. You decide the charge source—either a **Saved Card** already on file or a **Customer Card** captured during checkout—then the system processes future payments on the schedule you define. --- ## **Prerequisites** - Recurring invoice created via the Invoices or POS module. - Customer payment method on file (Card on File, or online card capture). - Payments must be via card — Auto-Payment is not available for cash or manual entry. --- ## **Key Benefits of Auto-Payment for Recurring Invoices** Understanding the benefits helps you decide when to enable Auto-Payment and which payment source to use for the smoothest customer experience and most reliable collections. - Hands-free collections: payments run on each billing date automatically. - Multiple payment sources: choose a Saved Card on file or a Customer Card you captured via checkout. - Frictionless experience: no extra steps for the customer after the initial payment. - Predictable cash flow: scheduled, on-time charges reduce revenue gaps. - Less admin work: set it once during scheduling; no chasing or manual charges. --- ## **Payment Method Options** Picking the right payment source ensures successful charges and fewer declines. Below are the available options and when to use them. - **Saved Card:** Charge any card already stored on the contact. Ideal when you’ve previously added a card on file and want the most reliable, “set-and-forget” billing. - **Customer Card:** Use the card captured during Tap to Pay, Card on File, or online checkout. Helpful if you just took a payment in person or online and want to continue charging that same card for future cycles. **Please Note:** Auto-Payment on mobile supports card payments. Cash and manual entry aren’t supported for Auto-Payment. --- ## **How To Set Up Auto-Payment for Recurring Invoices** A Correct setup ensures charges fire on schedule and use the correct card. Follow these steps each time you create a recurring invoice from mobile. **IMPORTANT**: To get started, **Create** a Go to Invoices or POS and start a recurring invoice, **a**dd** details,** select a customer, items, and billing frequency. For this step refer to [How to create recurring Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-and-manage-recurring-invoices-in-ghl-customer-care). ### **Step 1:** Enable Auto-Payment On the scheduling sheet, toggle Enable Auto-Payment. ![Step 1: Enable Auto-Payment (image 1 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052184061/original/87vR7wa99LIQY9kUJWs7amA6TQRRFzgO3A.png) **Step 1: Enable Auto-Payment (image 1 of 3)** This screenshot appears in the "Step 1: Enable Auto-Payment" section of "Mobile: AutoPayment in Recurring Invoices". The text alongside this image reads: On the scheduling sheet, toggle Enable Auto-Payment. Immediately after, the guide continues: Saved Card – Pick from saved payment methods. - What to choose: On the scheduling sheet, toggle Enable Auto-Payment. - Next: Saved Card – Pick from saved payment methods. ### **Step 2:** Select payment method **Saved Card** – Pick from saved payment methods. **Customer Card** – Use the payment card captured via Tap to Pay or online checkout. ![Step 2: Select payment method (image 2 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052186809/original/_HRV8Cdr2amzy8dD1Pwk9rXs6kR7f8npCw.png) **Step 2: Select payment method (image 2 of 3)** This screenshot appears in the "Step 2: Select payment method" section of "Mobile: AutoPayment in Recurring Invoices". The text alongside this image reads: Customer Card – Use the payment card captured via Tap to Pay or online checkout. Immediately after, the guide continues: When a card is selected, you’ll see it summarized with the last 4 digits; use Change Card if needed. You can now Send/Schedule: Tap Send (or Schedule) to start the recurring invoice with Auto-Payment enabled. The system will process…. - What to click: Customer Card – Use the payment card captured via Tap to Pay or online checkout. - Controls: Saved Card, Customer Card - Next: When a card is selected, you’ll see it summarized with the last 4 digits; use Change Card if needed. You can now Send/Schedule: Tap Send (or Schedule) to start the recurring invoice with Auto-Payment enabled. The system will process payments automatically on each billing date you defined. ### **Step 3:** Confirm the selected card and Send/Schedule When a card is selected, you’ll see it summarized with the last 4 digits; use Change Card if needed. You can now Send/Schedule: Tap Send (or Schedule) to start the recurring invoice with Auto-Payment enabled. The system will process payments automatically on each billing date you defined. ![Step 3: Confirm the selected card and Send/Schedule (image 3 of 3)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155052186888/original/nx7nGrX6WK9NsEJyo0HvWJGp7PKIvgas5g.png) **Step 3: Confirm the selected card and Send/Schedule (image 3 of 3)** This screenshot appears in the "Step 3: Confirm the selected card and Send/Schedule" section of "Mobile: AutoPayment in Recurring Invoices". The text alongside this image reads: When a card is selected, you’ll see it summarized with the last 4 digits; use Change Card if needed. You can now Send/Schedule: Tap Send (or Schedule) to start the recurring invoice with Auto-Payment enabled. The system will process payments automatically on each billing date you defined. Immediately after, the guide continues: Q: Does Auto-Payment support cash, manual entry, or bank payments? No. On mobile, Auto-Payment is for card payments only. - What to click: When a card is selected, you’ll see it summarized with the last 4 digits; use Change Card if needed. You can now Send/Schedule: Tap Send (or Schedule) to start the recurring invoice with Auto-Payment enabled. The system will process payments automatically on each billing date you defined. - Next: Q: Does Auto-Payment support cash, manual entry, or bank payments? No. On mobile, Auto-Payment is for card payments only. --- ## **Frequently Asked Questions** **Q: Does Auto-Payment support cash, manual entry, or bank payments? **No. On mobile, Auto-Payment is for card payments only. **Q: Where do I turn on Auto-Payment in mobile? **In the Send/Schedule sheet for a recurring invoice. Toggle Enable auto-payment ON and choose the card source. **Q: Can I use Auto-Payment with POS? **Yes, when POS carts with recurring products are converted to an invoice. Then enable Auto-Payment during scheduling. **Q: What’s the difference between a Saved Card and a Customer Card? **Saved Card is any card already stored on the contact. Customer Card is a card captured during Tap to Pay, Card on File, or an online checkout. **Q: How do I change the card used for Auto-Payment? **Before sending, select Change Card and choose a different Saved Card or select Customer Card (after capturing a new card). **Q: What should I do if a scheduled charge fails? **Update the card on file with the customer, select the new card, and continue the schedule. Keeping cards current reduces future declines. Q: Where do I find the "Manage Auto Payment" option when setting up or editing a recurring invoice? The option to enable, disable, or manage the client's saved card for auto-debit is located within the invoice editor itself, accessible via a hidden menu: 1. Open the existing or new Recurring Invoice (or convert a one-time invoice to recurring). 2. Look for the three dots (⋮) menu on the upper right side of the invoice editor screen. 3. Click the three dots (⋮) and select Manage Auto Payment. 4. From this screen, you can choose the client's saved card (or add a new one) and enable the auto-debit for all future recurring charges. --- ## **Related Articles** - **[](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-and-manage-recurring-invoices-in-ghl-customer-care)[](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-and-manage-recurring-invoices-in-ghl-customer-care)[](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-and-manage-recurring-invoices-in-ghl-customer-care)**[](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-and-manage-recurring-invoices-in-ghl-customer-care)[How to create recurring Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-and-manage-recurring-invoices-in-ghl-customer-care) - [How to Edit Recurring Invoices](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-edit-recurring-invoices) -  [Recurring Invoices in Workflows](https://docs.ghlcustomercare.com/docs/workflows/payments-workflow-actions/workflow-action-send-recurring-invoice) - [How to add and manage your customers' cards on file](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments/how-to-add-and-manage-your-customer-s-cards-on-file) - [How to add Payment Plans to your Invoices?](https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-add-payment-plans-to-your-invoices) - **[](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments)**[](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments)[Payments](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments)[](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments)**[](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments)[](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments)[](https://docs.ghlcustomercare.com/docs/payments/getting-started-w-payments)** --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com