In the CRM module, you can build a report that shows which of your customers are set up for AutoPay — meaning they have a default saved payment method (credit card or ACH) on file that Sharper can charge automatically. This is the fastest way to find exactly who to target for a payment-collection push: everyone who has not yet enrolled is a candidate for reminder calls or an AutoPay invitation email. This guide walks through building that report from scratch.
Having a default payment method on file is only one of two requirements for a customer's invoices to actually AutoPay. The reservation or invoice also needs its Auto Pay flag turned on. For how those two conditions work together, see CRM - Setting up AutoPay.
Building the Report
Select Reports from the left navigation pane.
Select the CRM section.
Click Add New in the top right corner. (If you already have a Customer List report saved, you can open it instead and add the fields below to it.)
For Report Type, choose Customers.
Name the report something you'll recognize later, such as "Customers with AutoPay".
In the Available fields list, double-click each field below to move it into Selected.
Field | What It Shows |
Customer Name | Identifies the customer on the report. |
Cust Email | Email address on file — needed if you plan to send this list a marketing email. |
Cust Active | Whether the customer account is active. Add a query rule to exclude inactive customers (see below). |
Cust Has Default Payment | True or False — whether the customer has any default saved payment method on file. This is the field that answers "does this customer have AutoPay set up?" |
Default Payment Method | Shows whether the default method is a Credit Card or ACH (bank draft). |
Default Payment Gateway | The payment processor the default method is saved under. |
Filtering to Just Enrolled (or Just Un-Enrolled) Customers
Add a query rule if you only want to see one side of the list — for example, only customers who still need to sign up.
Hover over the blue Query section and select Add Rule.
Search for and select Cust Has Default Payment.
Set the Operator to Equals.
Set the value to True to see customers who already have AutoPay set up, or False to see customers you still need to reach out to.
You can also add a rule for Cust Active Equals True to exclude closed or inactive accounts from the results.
Running and Exporting the Report
Click Save.
To the right of the report, select Get Report.
Select Submit Report in the top right.
Export the results as CSV or Excel if you need to work with the list outside of Sharper.
Using This Report to Drive Sign-Ups
Once you've filtered the report to customers with Cust Has Default Payment set to False, you can use that same saved report as the audience for a marketing email inviting those customers to enroll:
Navigate to CRM → Customers.
Select Marketing Email near the top right.
Select your AutoPay invitation template.
Select the "Customers with AutoPay" report (filtered to False) as the Customer List Report. Everyone on the report will receive the email.
For a ready-to-use invitation template, see Template - AutoPay Enrollment Email Template (Copy & Paste).