A customer joins QuickPay by saving a card or bank account. From then on, Streamlined charges it for their invoices once they're past due. Your customer always saves the details themselves. You can't enter them for them.
Ways a customer can join
At checkout. When paying by card or bank account, your customer sees Save this card on file with QuickPay (or account). If it's ticked when they pay, they're enrolled.
From their statement. Set up QuickPay on the statement page emails them a one-time secure link to add their details.
From your invite. You send them a link to add their details.
In your sign-up form. New customers can save a method as one step of your onboarding form.
Your customer gets a confirmation email when they enroll.
Invite one customer
Open the customer and go to the Billing tab.
In the QuickPay section, click Set up QuickPay.
Choose An existing email address or A new email address, then click Send.
Invite several customers
Go to Customers and select the customers.
Click Invite to QuickPay.
Note: Each invite goes to the email on the customer's preferred billing address. Set one first. See which email address gets invoices.
Make QuickPay opt-in at checkout
The checkout box starts ticked, so customers who don't untick it are enrolled. If automatic charges surprise your customers, make it opt-in.
Go to Settings > Checkout.
In the QuickPay section, choose Unselected so customers can opt in when they pay.
Click Save changes.
Pre-selected ticks the box, and Required always saves the method. For more, see checkout settings.
This setting is on Scale and Enterprise. On other plans, email help@streamlinedpayments.com to ask about it.
Set the QuickPay step in your sign-up form
Go to Settings > Customers and use the QuickPay section to make the step Optional or Required.
Who can use this feature?
Team members with Customers access, to send invites
Team members with Settings access, to change checkout and sign-up settings
QuickPay charges on Starter, Scale, and Enterprise
The checkout and sign-up form settings are on Scale and Enterprise