Hi Lauren,

I hope you're doing well 😊

Thank you for bringing this to our attention.

Could you please share a bit more detail about your specific need?

We may already have a solution that fits what you're looking for. Currently, StoriiCare allows you to add a payment method on behalf of your clients and schedule monthly payments—without requiring them to access invoices directly.

There are two ways to do this:

Add a payment method + upload an Authorization Mandate to the payer profile. Once that’s in place, you can issue invoices and request payments directly through StoriiCare—no client action required.

If your client successfully pays an invoice through StoriiCare, they can choose to save their payment method. You can then upload an Authorization Mandate to their profile, enabling future payments to be processed by you through StoriiCare.

Would either of these options meet your needs?

You can find more details here:

👉 https://storiicare.frontkb.com/en/articles/2434241