The Resync All modal — the one you use to refresh invoice data from your accounting software — includes a toggle called "Enqueue autopay transactions." It's off by default. With it off, you can resync your data without triggering autopay charges. With it on, the resync also enqueues autopay for any eligible invoices.
How to use it
- In the Merchant Portal, open the Resync All modal.
- Find the "Enqueue autopay transactions" toggle next to the "Send reminders" toggle. It defaults to off.
- Leave it off to refresh invoice data without triggering charges. Toggle it on to also run autopay for eligible invoices as part of the resync.
- Click Resync.
What each setting does
- Off (default): invoice data is updated from your accounting software. Nothing is added to the autopay queue. No charges are triggered as a result of the resync.
- On: invoice data is updated AND eligible invoices are added to the autopay queue. The queue then processes through the normal autopay path — single-invoice or bulk depending on how many invoices apply per customer.
FAQs
I just did a Resync All and no charges happened. Is that expected?
Yes — that's the default behavior. Resync All refreshes data without enqueueing autopay unless you explicitly opt in. If you want charges to run as part of the resync, check the "Enqueue autopay transactions" toggle on next time.
An admin ran a resync and a customer's card got charged. How did that happen?
The admin opted in to "Enqueue autopay transactions" during the resync. The resync refreshed data and then enqueued autopay for eligible invoices, which then ran through the normal autopay path. The toggle defaults to off, so this only happens when someone deliberately turns it on.
Can I make the toggle default to on for my account?
No — the default is off across all merchants, by design. It's intended to be an opt-in safety check every time you resync.
Related articles
- Setting Up Autopay Thresholds for a Customer — controls which invoices autopay charges.
- Bulk Autopay: How Multiple Invoices Are Grouped — what happens after the resync enqueues invoices.
- How to Set Up Auto Pay — the basics.