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Patient Copilot Help Center

Mobile: AutoPayment in Recurring Invoices

Mobile Auto-Payment for recurring invoices in Patient Copilot automates card charging on a set schedule, so you collect on time without manual follow-ups. Turn it on from the mobile send flow, choose a saved card or a customer card you’ve captured, and let billing run itself. This guide explains what it is, how it works with POS, and how to set it up. * * * ## What is Auto-Payment for Recurring Invoices (Mobile)? Auto-Payment automatically charges a customer’s card for each occurrence of a recurring invoice you send from the Patient Copilot mobile app. You decide the charge source—either a Saved Card already on file or a Customer Card captured during checkout—then the system processes future payments on the schedule you define. * * * ## Prerequisites - Recurring invoice created via the Invoices or POS module.