Autopay

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Paula Kauffman Oberly

• September 02, 2022 19:37

We have over 500 clients. Is there a way to gain an entire list of all clients on autopay?  On the Billing and Services settings you can see a list of who is on Autopay, but it only shows 500. It is time consuming to get into each client and check on this.

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  Sara

  • September 06, 2022 20:19

  Hi Paula,

  Currently there is not a way to create a list like this other than on the AutoPay settings page. I recommend adding this idea to our Ideas and Suggestions Board: https://feedback.simplepractice.com/

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