Four stops: Payments settings, Payment Gateway, the customer's payment method, and the bill group. About 5 minutes.

Set up automatic payment collection

Go to **Settings > Billing > Payments**. Turn on **Collect Automatically** if you want bill groups created from quotes and contracts to start with auto-collection on. Bill groups that already exist are not changed.

Go to **Settings > Integrations > Payment Gateway**. Your Stripe gateway must show **Active** and list the payment types you accept. Click **Edit** to change it.

Optional: under **Payment Amount Configuration**, set a **Minimum** and **Maximum Payment Amount** per currency. A charge outside these limits won't go through. Click **Save** when done.

Add it yourself, or send the customer a secure link.

Add the customer's payment method

Open the customer's account and click the **Payment Methods** tab. Any cards or bank accounts already on file are listed here.

To add one yourself, click the **⋮** menu and choose **New Payment Method**.

Choose **Add New Payment Method** to enter card or bank details, or **Import Payment Method** if the customer already has one saved in Stripe. Click **Continue** and follow the form.

Prefer the customer enters it? Click **Share External Link**, optionally pick the **Bill Group** it should attach to, set an **Expiration Date**, and click **Generate Link**. Copy the link and send it to your customer.

This is the switch that actually makes MonetizeNow charge the customer.

Turn on auto-collection for the bill group

On the account, click the **Bill Groups** tab, then click the bill group you want to set up.

Scroll to **Payment Settings** and check **Collect Invoice Automatically**. Then pick your gateway in **Payment Gateway**.

Open **Payment Method** and choose the card or bank account to charge. Only active cards and ACH Direct Debit accounts appear. You can also add one here with **+ New Payment Method**.

Click **Save** at the top of the page. Then check the result: **Collect Invoice Automatically** is checked and a **Payment Method** is shown. If Payment Method is blank, nothing will be charged.

MonetizeNow will now try to charge this payment method for this bill group's invoices.

You're all set

Walk through everything needed for MonetizeNow to charge a customer's card or bank account automatically: payment settings, the payment gateway, the customer's payment method, and the bill group.

Set up automatic payment collection

Set up automatic payment collection

Frequently Asked Questions