Follow these steps to configure Autopay:
- Click the display picture on the top right corner of the screen.
- Click Settings.
- Click Payments and Subscriptions under Inventory.
- Click the Autopay Configuration tab.
Actions in Autopay
When Autopay is enabled (on) for a subscription, you can define the actions a user needs to perform when a payment succeeds or fails.
Follow these steps to configure the actions:
- Hover over the default action under Payment Successful or Payment Failure.
- Click the Edit icon.
- Enter a title for the action.
- Enable or disable the action by clicking the checkbox.
- Select the operation that has to be done when the action takes place.
- Send Email: The system sends an email to the customer about payment and invoice-related details. Vtiger has already set up standard email messages. You can use these available messages or change them to suit your business by going to Email Templates.
- Do Nothing: By selecting this option, you can undo any action on payment success or failure.
To know more about Subscriptions, click
here.