Auto Pay allows Donor Fuse to automatically charge a donor's saved payment method when an outstanding pledge balance is due. Once enabled on a donor record, eligible pledges are charged automatically — no manual payment entry required.
How Auto Pay Works
When Auto Pay is turned on for a donor, Donor Fuse will charge the donor's default payment method against any open pledge balances as they come due. You can also exclude individual pledges from Auto Pay if a donor prefers to pay a specific pledge manually.
Auto Pay requires the donor to have a default payment method on file before it can be activated.
Setting Up Auto Pay
Step 1: Set a Default Payment Method
- Open the donor record and click the Payment Methods tab.
- If the donor has no saved payment methods, click New Payment Method and follow the prompts to add one.
- In the payment methods list, click the action menu next to the payment method you want to use for Auto Pay.
- Select Set As Default.
The payment method is now marked as the donor's default and will be used for all Auto Pay charges.
Step 2: Enable Auto Pay
- On the donor record, click the Payment Methods tab.
- Locate the Auto Pay toggle at the top of the tab.
- Click the toggle to turn Auto Pay on.
Donor Fuse saves the change immediately. If no default payment method is set, you will see an error — go back to Step 1 to set one first.
Excluding a Specific Pledge from Auto Pay
When Auto Pay is enabled on a donor, every new pledge is automatically included. You can exclude individual pledges at the time they are created.
- Open the New Pledge form for the donor.
- Click the Other tab.
- If the donor has Auto Pay enabled, an Auto Pay toggle appears on this tab.
- Click the Auto Pay toggle to turn it off for this pledge.
- Save the pledge as usual.
Donor Fuse will skip this pledge when running Auto Pay, while all other eligible pledges for this donor remain included.
Note: The Auto Pay toggle on the Other tab only appears when the donor's Auto Pay is enabled. If you do not see it, confirm that the donor-level Auto Pay setting is turned on in the Payment Methods tab.