Learning objective:

Autopays require a stored payment method that the system can automatically pull from. Payment Methods that are acceptable would include Credit Cards, Direct Debit, ACH, or a client's MINDBODY Account. Since this is the case, if you want to accept cash or check for an Autopay, you need to sell the autopay to the Payment Method of Account.

Please note, this is against best practices and will require a great deal of ongoing maintenance. We HIGHLY suggest requiring the customer to provide a credit card to remain on file to act as payment if they do not pay their monthly dues.

To accept cash or check for a contract/autopay, please follow these steps:

Step 1: Add a Backup Credit Card

  1. Go to the customer's Profile page
  2. Click Billing Information
  3. Add the customer's credit card information to secure the membership in the event they stop paying cash.
    • Note: This credit card is to secure the membership purchase only and no payments will be applied to this payment method automatically.
  4. Click Save

Step 2: Sell the Membership

  1. Go to the Retail tab.
  2. Search for and select your customer.
  3. Choose the correct contract for the customer.
  4. Add the item.
  5. Choose Account as the Autopay Method.

  1. Once the total is displayed, enter $0.00 into the box next to the Account Autopay Method. This will create an Amount Remaining that will still need to be collected.
  2.  Then select the additional payment method of Cash or Check.

  1. Make sure that the total amount owed is represented in the Cash or Check payment method box and the Account autopay method box is $0.00.
  2. Click on Save No Receipt to complete the sale.

Step 3: Making Monthly Cash Payments

  1. Go to the Retail tab.
  2. Search for and select your customer.
  3. Select Payment/Gift Card.
  4. Select Item Name Account Payment.
  5. Apply the amount of the monthly membership charge to the Price.
  6. Click Add Item.

  1. Select Cash as the Payment Method.
  2. Complete the sale.
    • The customer will end up with a positive account balance that will be absorbed the next time the scheduled autopay runs.

Learn how to reconcile a negative account balance here.

If you wish to change the payment method for an existing client autopay, please click here.