Autopay and Wallet

Autopay is a convenient feature that automatically uses your preferred payment method to pay invoices when they are due. It is required to have Autopay enabled on your account to post hearings for coverage. The Wallet, on the other hand, is a secure place to store your payment information, eliminating the need to enter it every time you pay an invoice electronically. With Autopay activated, your invoices are automatically processed using the default payment method in your Wallet. To set up Autopay, follow the two steps below. 

Step 1: Add a Payment Method

From your Docketly dashboard, click the green "Financial" button on the left-hand menu to open the full list of options.

Open

From the expanded menu, click the "Wallet" button. You may then choose to add a credit card, bank account, or both. 

Once you've added your payment method(s), you may return to this page to edit, delete, or update the default at any time. 

Note: Adding a bank account may take several business days due to the verification process. We recommend adding a bank to your wallet at least 3-5 business days ahead of an invoice's due date. 

Open

Step 2: Set Up Autopay

After adding payment methods to your wallet, you can enable Autopay at the bottom of the Wallet page by toggling ON the setting. 

Note: If you've added a payment method to your wallet, but have not enabled Autopay, you will not be able to post a hearing to your account until Autopay has been enabled. 

Open

Autopay Processing, Manual Payments, and Viewing Charges

While electronic payments through Autopay are fast and convenient, some clients prefer sending paper checks. You may choose to complete a manual payment at any time before the invoice due date. However, we require Autopay as a backup for overdue invoices. 

• Processing: All electronic payments, including Autopay, are processed by Stripe.

• Receipts: When you use Autopay, you’ll receive an email with a detailed receipt. You can view your Stripe payments in the "Receipts" section.

• Charges: Your Autopay account is linked to the user who set it up. To view your Autopay (Stripe) activities, click on the "Charges" button in the "Financial" menu. You’ll be able to see the user, transaction type, and payment method added.