Mobile Auto-Payment for Recurring Invoices in Sparkforge

Auto-Payment automatically charges a customer's card for each recurrence of a recurring invoice sent from the Sparkforge mobile app. Pick the charge source — a Saved Card on file or a Customer Card captured during checkout — and the system runs every future billing cycle.

Prerequisites

• Recurring invoice created via the Invoices or POS module.
• Customer payment method on file (Card on File or online card capture).
• Card payments only. Auto-Payment does not support cash or manual entry.

Key Benefits

• Hands-free collections: Payments run on each billing date automatically.
• Multiple sources: Choose a Saved Card or a Customer Card captured at checkout.
• Frictionless: No extra customer steps after the initial setup.
• Predictable cash flow: Scheduled charges close revenue gaps.
• Less admin: Set once during scheduling and stop chasing payments.

Payment Method Options

• Saved Card: Any card already stored on the contact. Best for set-and-forget billing.
• Customer Card: The card captured during Tap to Pay, Card on File, or online checkout. Useful right after a one-time charge that you want to keep using.

How to Set Up Auto-Payment

Start by opening Invoices or POS and creating a recurring invoice with a customer, items, and billing frequency.

1. On the scheduling sheet, toggle Enable Auto-Payment.
2. Choose the payment method: Saved Card or Customer Card.
3. Confirm the selected card (last 4 digits show); use Change Card if needed.
4. Tap Send or Schedule. The system processes payments on every billing date you defined.

Manage Auto-Payment on Existing Invoices

Open an existing recurring invoice (or convert a one-time invoice to recurring). Tap the three-dot menu in the upper right and select Manage Auto Payment. Choose the saved card or add a new one to enable auto-debit on future charges.