How to Set Up and Manage Auto-Pay

How to Set Up and Manage Auto-Pay

Auto-Pay settles your invoice each billing cycle from a payment method you choose. This guide shows you how to turn it on from a saved card, a new card or a bank account, how to confirm it is active, and what to keep an eye on so it does not quietly stop working.

What Auto-Pay does

Auto-Pay charges a payment method you choose each billing cycle, so your invoice is settled without you doing anything. It is the simplest way to keep service running without watching for due dates.

• No invoice gets missed because someone was away or busy.
• No risk of a late fee, or of service being suspended over a late payment.
• A confirmation is emailed to you each cycle, so you still see every charge.

Before you start

• An active Zonitel account and your login details.
• A credit or debit card, or a bank account for ACH.

Open your billing screen

1. Log in to your Zonitel Office Portal.
2. In the left sidebar, expand Settings and click Billing.

The screen shows your Balance Due and Outstanding Invoices, with tabs for Invoices, Payments made and Payment methods.

Turn on Auto-Pay with a card you already saved

1. Open the Payment methods tab.
2. Find the card you want to use and click its Actions button.
3. Select Use for Recurring Billing.

You can keep several cards on file, but only the one you mark is used for recurring billing.

Turn on Auto-Pay with a new card

1. Open the Payment methods tab and click Add payment method.
2. Enter the cardholder's first and last name, the card number, expiration, CVV and ZIP code.
3. Tick Use always, which sets the card to be used automatically for all your future payments.
4. Click Add method.

Turn on Auto-Pay with a bank account (ACH)

1. When paying, choose the option to use a bank account (ACH).
2. Enter your account details.
3. Tick the option to save the method and use it automatically for future payments.
4. Complete the payment.

ACH suits businesses that would rather not run monthly charges through a card, and it avoids interruptions when a card expires or is reissued.

Check that it is active

• Open Payment methods and confirm the method you chose is marked for recurring billing.
• After the next cycle, check the Payments made tab to see the charge went through.
• Watch for the confirmation email.

Keeping it working

• Update the card before it expires. An expired card is the usual reason Auto-Pay stops.
• If you have more than one location, billing is handled per location, so set Auto-Pay up in each one.
• Keep an eye on the confirmation emails rather than assuming a charge succeeded.

FAQ

Q: Can I save more than one card?
A: Yes. Only the method marked for recurring billing is charged automatically.

Q: When am I charged?
A: Each billing cycle, against the invoice for that period.

Q: Can I still see what I paid for?
A: Yes. Invoices stay in the Invoices tab and every charge is listed under Payments made.

Q: How do I turn it off?
A: See Disabling Auto-Pay.

Need help?

Call/Text/WhatsApp: (833) 966-4835
Email: info@zonitel.com