Enable / Disable AutoPay

The intent of this article is to guide Merchant Admin on the removal of AutoPay on a Credit Card or ACH payment method.

• Business case: Customer manual payment. Example: a check, exchange or transfer on the shipping charges.

• Note: A valid Credit Card or verified bank details for ACH transaction is required to create a shipment.

• Note: Removal of AutoPay does not delete the payment method.

Disable AutoPay

The directions below are performed by a Merchant Admin.

• Note: only Merchant can remove AutoPay on a customer account.
  Want to pay by check? Contact @support →

Steps

1. Log in to Dashboard.
2. Go to Users in left sidebar.
3. Search for User.
4. Select Company to open Edit Company.
5. Navigate to Payment Methods card on Edit Company.
6. Tap All within Payment Methods.
7. Tap Unselect Default Payment Method in action menu.

Step 1. Tap Company Setting in the left sidebar

Step 2. View All payment methods

Step 3. Tap Unselect Default Payment Method

Step 4. Tap OK to confirm changes

Set default payment method

The directions below are performed by Shipper Admin or Merchant Admin.

Note: AutoPay is enabled on a new payment method according to the Terms and Conditions. User can remove AutoPay on a payment method by adding a new payment method.

AutoPay can be enabled on an existing payment after the payment method has been disabled for AutoPay. Such is the case where an alternative payment method was previously selected or AutoPay disabled through the workflow described within the Disable AutoPay section above.

Steps

1. Log in to Dashboard.
2. Go to Users in left sidebar.
3. Search for User.
4. Select Company to open Edit Company.
5. Navigate to Payment Methods card on Edit Company.
6. Tap Edit on target Payment Method.
7. Tap Default Payment Method button.

Step 1. Tap Company Setting in the left sidebar

Step 2. Edit Payment Method

Step 3. Tap Set as Default Payment Method