procedure for imported account recurring billing?

[knipper]

Hi All,

 

Just a couple questions. I have an imported account which has been paying via mailed invoice. They will now be paying via recurring CC payment. So... this is what I am doing, and want to make sure happens.

 

I created an invoice for a current (Actually past due invoice) which I am sending them for a 1 time payment via WHMCS.

 

THEN... I want to send them a link for March 1st to start recurring CC payment. Obviously the account is already set up, so I don't want to send them a link to their package, as when the payment goes through it would set up a new account (I assume).

 

I have them set up with 1st payment $0, and the amount of the recurring payment in their client profile. How do I create a link for them to follow to set up automated CC payments? OR... If I create an invoice for the march 1st invoice will it set them up as recurring and take the monthly payment?

 

Thanks in advance!

[WHMCS John]

If you're using a merchant gateway, all the client needs to do is login to the client area and enter their CC details. The invoice will automatically be charged on the due date.

[knipper]

If you're using a merchant gateway, all the client needs to do is login to the client area and enter their CC details. The invoice will automatically be charged on the due date.

 

Thanks John,

 

That's easier than I thought! I'll let them pay the 1 off invoice, then assist in letting them know to fill in CC info. Or I can even assist them if needed.

[knipper]

Thanks John,

 

That's easier than I thought! I'll let them pay the 1 off invoice, then assist in letting them know to fill in CC info. Or I can even assist them if needed.

 

Sorry John, After looking at the account I have another question! - Since there is the manually created invoce I was sending to the customer, and now a newly auto generated invoice for next month... if the customer adds his credit card information will it automatically charge the existing invoice right away, and the new recurring invoice on the due date?

 

Thanks again for all the info!