When a customer moves from manual payment (cash, cheque, bank transfer) to automatic billing, everything happens from their rental page, in under a minute. This article shows the full path, then explains the payment labels you see in the rentals list.

Step 1.
Open the rental page from the Rentals list.

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Step 2.
In the Billing panel on the right, find the Payment method line. If it shows a manual payment (for example Cash), click Convert:

Step 3.
In the window, click the customer's payment method to select it. If there isn't one yet: Add a card to enter it yourself, or Send invitation so the customer sets it up from their portal.

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Step 4.
Click Convert to autopay:

That's it. The Payment method line now shows automatic payment, and future invoices will be charged without any action:

Watch for open invoices: if the rental has invoices still Open at conversion time, Stortech may charge them immediately with the chosen payment method. Warn the customer before converting.

On the rentals list and each rental page, labels describe how Stripe bills the rental, not how it was created:

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Auto: Stripe automatically charges the customer's default payment method each cycle.

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Manual (or a method like Cash, Cheque, Bank transfer): each invoice is emailed to the customer with a payment link, or marked paid by the operator.

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For everything about adding a card or pre-authorized debit on the customer's page, see Payment methods and autopay.

The Convert button doesn't appear.

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What to check: is the rental already on Auto? Is it cancelled? Is it a rental migrated from another software, still pending activation?

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What to do: if it's already on Auto, there's nothing to convert. For a migrated rental pending activation, add the card on the customer page — billing activation is completed by the Stortech team.

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The conversion worked, but the customer says they were charged right away.

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What to check: did the rental have Open invoices at conversion time?

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What to do: that's expected — open invoices are charged with the new payment method. Future invoices follow the normal cycle.

What's the difference between the Auto and Manual labels? — Auto: Stripe charges automatically each cycle. Manual: each invoice is emailed to the customer with a payment link.

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How do I convert a rental from manual to automatic payment? — Rental page, Billing panel, click Convert next to the payment method, pick the method, confirm.

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The customer has no saved card yet — can I still convert? — Yes: the conversion window offers Add a card (you enter it) or Send invitation (the customer sets it up themselves).

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Does converting change the amount or billing date? — No. Only the collection method changes; the cycle and amount stay the same.