How to check and confirm Auto-Charge for Future Jobs

If a customer is set to auto-charge, their card on file will automatically process when the job is completed and the invoice will mark paid via Stripe. You can confirm, enable, or report on auto-charge settings inside Job Details and Reports.

Step 1. Confirm auto-charge on a job

• Open the job

• Click Job Details

• Scroll to the payment section

• Confirm a payment method is selected

• Make sure Disable Auto-Charge is NOT checked

If a card is selected and Disable Auto-Charge is unchecked, the job will auto-charge when completed.

---

Step 2. Identify when auto-charge was not used

• If no card was selected, invoice must be generated manually

• Customer pays through Stripe invoice

• Once paid, the card is saved on file

---

Step 3. Enable auto-charge for recurring visits

• Go to the Customer Profile

• Open the next upcoming recurring job

• Uncheck Disable Auto-Charge

• Confirm payment method is selected

• Click Save

All future recurring visits will now auto-charge.

---

Step 4. Run an auto-charge status report

• Go to Reports

• Select Jobs

• Choose date range

• Add the Auto-Charge column

• Click Search

You will see Enabled or Disabled for each job.

---

Step 5. Follow best practice for recurring customers

• Auto-charge should be Enabled for all recurring customers

• Only disable if there is a documented reason

• Regularly review the auto-charge report