2.5 Automatic Payments

Automatic Payments can be applied to a customer if ‘Autopay’ is enabled to an Order and the plan applied to an Order is a recurring plan.

Fig 10.1 shows how to Enable auto-pay

2.  Make sure that the customer profile has the Credit Card information saved against their profile.

3. The Payment Options section on the Customer Details page is where you can set up the payment methods for the customer. In this section you can add payment methods under "1st preference", "2nd preference", "3rd preference".

4. The payment methods will be used in the preference order listed here. The payment option will be used for the customer's charges if the "Automatic Payments" option is enabled. If the amount cannot be deducted from the 1st preference payment method, the second payment method will be used and so on.

Fig 10.2 shows how to edit Payment Options