Setting Up and Managing Auto-Payments Print

  • 0

Setting Up and Managing Auto-Payments

Auto-payments can help you avoid missed payments and service interruptions by automatically processing your invoices on their due date. Follow these steps to set up, manage, or cancel auto-payments in the Lone Star Data Ranch Client Area.

Step-by-Step Guide to Setting Up Auto-Payments

  1. Log into the Client Area

  2. Navigate to Payment Methods

    • From the dashboard, go to Billing in the top navigation menu.
    • Select Manage Credit Card or Payment Methods to view your saved payment options.
  3. Enable Auto-Pay

    • Ensure your desired payment method (credit card, debit card, or PayPal) is saved in your account.
    • On the Payment Methods page, locate the payment method you want to use for auto-pay and make sure it is set as the Default Payment Method by clicking Set as Default if it isn’t already.
    • Once set as default, the system will automatically use this payment method to process your invoices on their due dates.

Managing Your Auto-Payment Settings

If you need to update or change your auto-payment settings:

  1. Update Your Default Payment Method

    • You can change your default payment method at any time by selecting another saved method and clicking Set as Default.
    • The new default method will be used for future auto-payments.
  2. Add a New Payment Method for Auto-Pay

    • To add a new payment method for auto-pay, click Add New Payment Method and enter the necessary details.
    • Once saved, you can set it as the default method for auto-pay.
  3. Cancel Auto-Pay

    • If you wish to stop auto-pay, delete all payment methods or disable the default payment method by selecting Remove.
    • Note: Removing auto-pay may lead to manual payment requirements for each invoice, so be sure to keep track of due dates if you turn off auto-pay.

Troubleshooting Auto-Payment Issues

If an auto-payment fails:

  • Double-check that your default payment method is valid, active, and has sufficient funds or credit limit.
  • Confirm that the billing information matches what’s on file with your bank or payment provider.
  • Contact our support team if you continue to experience issues with auto-pay.

By following these steps, you can easily set up, manage, or cancel auto-payments in the Lone Star Data Ranch Client Area. For questions or assistance, don’t hesitate to reach out to our support team.


Was this answer helpful?

« Back

Problems with your site? Let Us Know 24/7

©2024 Lone Star Data Ranch - All rights reserved