Articles on: Invoicing & Payments

Auto Process Client Credit Cards

When enabled, this will process your clients credit cards for invoices that are due or past-due. This will only process your clients whose credit card are stored outside of Clientexec.

Supported Plugins:



Authorize.Net CIM
Braintree
Quantum Vault Gateway
Stripe
Stripe Checkout
Square Payment

Enable:



First ensure you set up the cron job on your cPanel, Directadmin or other panel. You can find those details here.
Next, go to Settings > Plugins > Automation Services and in the dropdown select Credit Card Payment Processor.



Select Yes for enabled in order to activate this feature. And go through the other options:

Field Name Description
Include invoices previously declinedWhen enabled, will also process your clients credit cards for invoices that are due or past-due and have declined transactions.


The current settings for the cron will run this daily at midnight (confirm your settings with the picture:)



Click Update Settings.

Updated on: 03/04/2023

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