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:


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



  1. 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.


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



  1. Click Update Settings.

Updated on: 03/04/2023

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