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.
Authorize.Net CIM
Braintree
Quantum Vault Gateway
Stripe
Stripe Checkout
Square Payment
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:
The current settings for the cron will run this daily at midnight (confirm your settings with the picture:)
Click Update Settings.
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 declined | When 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
Thank you!