Requirements

Stripe needs to be integrated with Subscript for auto-charging to be an option.

Setting an invoicing schedule to be auto-charged

You can enable auto-charge for invoices:

• when creating your schedule, or
• at any time under Settings in the schedule.

During invoicing schedule creation, you’ll see the option Auto-charge the customer. You can click it to toggle it on:

If the customer is linked to Stripe in Subscript, you’ll see also a prompt recommending you to do that:

If your schedule is already created and you want to enable auto-charge moving forward, you can do that under Settings in the schedule. You can also disable auto-charge in the same place.

How it works

Depending on whether this is a brand new Stripe customer without a payment method or not, auto-charge will behave differently:

• If the Subscript customer is linked to a Stripe customer, you can select the payment method to use on the invoicing schedule if they have active payment methods on their Stripe account.
• If the Subscript customer is not linked to a Stripe customer, or they are linked to a Stripe customer, but they don’t have any active payment methods on their Stripe account, you can generate a payment link and send it to the customer in advance of the invoice date.
  • When the customer adds their payment method via the payment link, the invoice will be charged in the configured date during the auto-charge batch process.
  • It will be charged immediately if they add the payment information past the auto-charge batch process time.

Charging a customer manually

You can also force an invoice to be charged manually. This is helpful when you’re setting a schedule to be auto-charged now, but the customer has unpaid invoices they agreed to be charged, for instance.