How do I set up Autocharge?

Overview

Autocharge lets you automatically charge a customer’s saved credit card for future invoices. This helps ensure timely payments without manual intervention.

How Autocharge Works:

1. A customer makes their first payment in Tabs using credit card or ACH debit.

2. Their payment method is securely stored in Stripe.

3. You can then enable Autocharge for that customer to automatically charge all future invoices.

Alternatively

1. A customer has consented and provided you, the merchant, with valid credit card information.

2. Navigate to Customers > Customer_name > Billing settings

3. Click 'add payment method'

4. Enable Autocharge by turning 'charge customer automatically' toggle on

Enable Autocharge

1. Go to Customers → select the customer.

2. Click Settings & more (top right).

3. Select Billing Settings.

4. Toggle Autocharge to ON.

5. Choose the stored payment method (Credit Card or ACH Debit).

6. Click Save.

Tip: You can repeat this for any customer you want to enable Autocharge for.

Customer Communication

If you’re enabling Autocharge for the first time:

• Let customers know they’ll need to enter their payment details once in Tabs to securely store them.

• Once set up, future invoices will automatically be charged to the saved CC or ACH account.

Tips & Best Practices

• Autocharge supports both Credit Card and ACH Debit payment methods.

• Customers must complete one successful payment before Autocharge can be enabled.

• You can turn Autocharge off anytime from the customer’s Billing Settings page.

• Tabs does not migrate existing payment methods from previous systems.

• Customers cannot enable Autocharge themselves — only your team can toggle it on.

• ACH autocharges typically take 3–5 business days to settle; CC charges are usually immediate.