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  1. #1

    WHMCS: Auto Pay opt in/out option for clients paying w/cc

    I might be overlooking something here but it doesn't seem like WHMCS has any settings that allow clients to choose if they want to charged automatically or not. Rather, once a client pays with a credit card ...there is an assumption of being charged automatically.

    Are there any addons or such that would allow to enroll in auto pay?

    Thanks

  2. #2
    Join Date
    Mar 2012
    Posts
    34
    There is an option to NOT STORE these while paying for an invoice, if this isn't selected then the credit card will save on the users account.

    The way WHMCS works is if the client has their credit card details stored on their account then any product that has the payment method as "Credit Card" will automatically attempt to process payment from the credit card on file, this can be customized in the automation settings - you can select whether you would like to charge 14 days, 2 days, 1 day before the invoice due date etc.

  3. #3
    Join Date
    Aug 2012
    Posts
    3,100
    Hi,

    WHMCS has settings which allow client to select automated payment. If you use a credit card merchant gateway with WHMCS, you can configure the way in which charges are handled automatically in Setup > Automation Settings. This is done using the Payment Gateway API [like as 2CheckOut API ] and so if you wish to use this functionality you will need to enter your API Username & Password in the module config. An invoice will be generated per your automation settings and the card will be attempted when the cron runs on the due date.

    Client can login his/her client area and from billing tab they can select the unpaid invoice. Before the due date of respective Invoice, client will be able to avail a subscription for automated payment. Once, the subscription is availed client’s recurring/renewal bill will be paid automatically. For further information, you can also contact WHMCS.

    With kind regards,
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  4. #4
    Join Date
    Apr 2005
    Location
    Cochin
    Posts
    2,446
    Detailed document available at
    http://docs.whmcs.com/Automation_Settings
    Sam
    Supportlobby.com - Expertise in Windows/Linux server support, IaaS and PaaS Management
    Spiralbean.com - Custom Software Development
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  5. #5
    Quote Originally Posted by DaEmployer View Post
    There is an option to NOT STORE these while paying for an invoice, if this isn't selected then the credit card will save on the users account.

    The way WHMCS works is if the client has their credit card details stored on their account then any product that has the payment method as "Credit Card" will automatically attempt to process payment from the credit card on file, this can be customized in the automation settings - you can select whether you would like to charge 14 days, 2 days, 1 day before the invoice due date etc.
    Thank you, I realized this was the only option. The only thing is the option is only there for new orders/client signup. For existing clients - let's say someone wants to switch over paying with paypal to using a cc - they don't have the option to not store their cc info for recurring billing.
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