2026 How to set a payment to automatically process

Modified on Mon, Jun 29 at 4:18 PM

Check future-due payments to ensure they will be automatically processed when due. Run this check one week before the 20th of each month to catch any payments not set up to auto-charge.

AdministratorManager1 week before the 20th

Things to know before you begin

Auto Charge must be selected

If the Auto Charge option is not checked, the payment will not be automatically charged on its due date. A payment profile must also be selected for automatic processing to work.

Potential Payment Issues report

The Potential Payment Issues report is an easy way to view and address future payments that will not process because they are not set up to auto-charge.

Externally paid payments

A payment marked as paid externally by a Manager or Administrator will not be automatically processed again on its actual due date. The application already indicates it has been paid and will not reprocess it.

Steps to set a payment to automatically process

Enable Auto Charge for a future payment

Complete one week before the 20th to ensure payments process on time

Find the plan

Search for and select the plan for which to set a payment to automatically process.

Open the Payments tab

Select the Payments tab within the Client Summary page.

Enable Auto Charge

Place a check mark in the Auto Charge checkbox for the appropriate payment.

Auto Charge— when checked, the payment will be automatically charged on its due date using the selected payment profile.

Reminder: A payment profile must be assigned to the plan for Auto Charge to work. If no profile is selected, the payment will not process automatically even if Auto Charge is checked.

Other helpful resources

Manually charge a payment Mark a payment paid outside Petly Plans