Home Workflows & Best Practices Auto-Pay Screen: Practical Use Cases

Auto-Pay Screen: Practical Use Cases

Last updated on Aug 15, 2025

Overview

The Auto-Pay Cards screen is your central place to view all active autopay accounts and take action from a customizable list view—ideal for monitoring charges, fixing failures, and updating billing details.

Common Use Cases (and How to Do Them)

1) Resolve a Failed Auto-Pay

  • Open Assets → Auto-Pay Cards to see current autopay accounts and filter to failed or completed transactions.

  • Click the card’s Update action to fix details (e.g., new card) and re-attempt when appropriate.

Tip: You can adjust the Charge Cooldown (retry interval for failed charges) in Studio Settings. This controls how many days Karmasoft waits between retries.

2) Update Credit Card on File

  • From Assets → Auto-Pay Cards, select the student’s autopay entry and click Update to open the credit-card form.

  • Alternatively, click the credit-card icon next to the student’s name on the Class Sign-In panel to jump straight to the update screen.

3) Change the Next Charge Amount

  • Open the student’s autopay card and edit Amount Due.

  • The next scheduled transaction will use the new amount automatically.

4) Cancel Future Auto-Pay Charges

  • From Assets → Auto-Pay Cards, choose the membership and click Cancel to stop all future auto-pay transactions. (This action can’t be undone.)

5) Pause/Suspend Billing with a Plan Hold

  • Suspending a student plan that’s linked to an autopay will also pause scheduled payments until you reactivate. Manage plan states from the student’s plan screen.

6) Create or Sell an Auto-Pay Membership (Context)

  • Turn Auto Pay = ON when creating a product; selling works like other packages. Karmasoft can pro-rate the first payment and set the billing date during checkout.

Quick Navigation Cheatsheet

  • All autopays, failures & history: Assets → Auto-Pay Cards (filter by status).

  • Update card from class: Click the credit-card icon next to the student in Class Sign-In.

  • Retry timing: Studio Settings → Charge Cooldown to set days between retries.

Best Practices

  • Keep Charge Cooldown reasonable to avoid excessive retries while ensuring timely recovery of failed payments.

  • Use the failed/completed filters regularly to stay ahead of issues and confirm successful runs.