How to Set Auto-Collections to Get Paid on Time?

02:04 mins
V

Vignesh

Updated on Jun 30, 2025

How to Set Auto-Collections for Payments in ChargeBee

Auto-collection in ChargeBee determines whether payments for invoices are collected automatically using the customer's saved payment method. There are three settings that govern the automatic collection of payments, and we will cover each one step by step.

Step 1: Enable Auto-Collections at a Customer Level

  1. Go to the Customer setting.

  2. Select a particular customer.

  3. Click on Edit Customer.

  4. Scroll down to find the option to switch on or switch off auto-collections.

Note: By default, when a new customer is created, the auto-collection setting is typically enabled, meaning ChargeBee will attempt to collect payments automatically.

Step 2: Modify Auto-Collections at a Subscription Level

  1. Select Subscriptions.

  2. Choose the subscription you want to modify.

  3. Scroll down to find the auto-collection setting under Subscription Configuration.

By default, when you create a new subscription, it inherits the customer's auto-collection status unless you choose to override it. The auto-collection setting can be customized at the subscription level, and it overrides the customer level setting.

  • If you choose Same as Customer, the subscription will follow the auto-collection status set under the Customer settings.

  • If you select On, it overrides the customer's setting and ensures auto-collection is always enabled for this subscription.

Step 3: Configure Payment Collection

  1. Go to Settings.

  2. Select Configure ChargeBee.

  3. Go to Billing Log IQ.

  4. Under the Payments tab, find the setting called Payment Collection when Payment Method is added.

This setting is already enabled by default. It ensures that ChargeBee will automatically attempt payment collection for the latest recurring invoice, if unpaid, whenever a new payment method is added.