Best Suited for:
- FusionPay users who have the PRO subscription
- FusionPay users who have the Progress Billing & Recurring Invoicing add-on enabled
- Users that participate in a recurring revenue model, such as monthly or annual service maintenance agreements
Important Information:
- This feature is included in the PRO plan subscription or requires the "Progress Billing & Recurring Invoicing" add-on
- Eliminates the need for manual payment reception on Recurring Invoices
- This is managed and set up from the back office only
- This feature automates payment processing based upon the invoice's recurrence schedule
- The payment will be processed automatically on the recurrence date, not the invoice's created on date
Process Description:
Automatic payments are part of the creation of the recurring invoice.
- When editing or creating the recurring invoice change the "Automatic Payment" toggle to yes.
- Choose the payment method information specific to this recurring invoice. If the customer has multiple cards or ACH accounts, you can select the preferred stored payment method.
- Press Save.
- Save the recurring invoice.
Step-by-Step Instruction:
If you are currently utilizing FusionPay then you will see an option for "Automatic Payment" when creating a recurring invoice.
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This function will utilize the saved payment details from the customer account under the "Financial Data" tab.
Choose the specific credit card or ACH details for this specific recurring invoice.
After the payment information and the recurring invoice is saved, the recurring invoice section will indicate "Auto Bill" set to Yes.
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