Manual Invoice / Add Payment

[robertjt]

I needed to create an invoice manually for some one-time and recurring charges, which I was able to do. Now I want to trigger a credit card payment using my clients credit card information that I was given, and that is already in the whmcs "system" for this client, but not yet used. I also have a payment gateway that is working, where other client invoicing is automatic, and their payments are received via my payment gateway.

 

In whmcs, if I go the "Add Payment" tab within the Invoice page, it looks like I just need to click on "Add Payment". The payment method, amount, etc. information are there. My question is:

 

Will that step process the charge to the client credit card via the payment gateway like I want it to do?

 

Or, does that step assume that a payment has already been received some other way, and is just manually creating a transaction/payment record for non-automatic payments?

 

Thanks,

Robert

[robertjt]

Follow up: I triggered an email to the client with the invoice information. The invoice is marked unpaid, but I have told the client that I will bill his credit card. Further checking seems to indicate that "Add Payment" seems to be for when cash is received. On the invoice itself there is an "Attempt Payment" button, but it is grayed out. Any ideas on how to make that button active so a credit card payment can be triggered for the invoice amount?

 

Thanks.

[scurrell]

On the invoice itself there is an "Attempt Payment" button, but it is grayed out. Any ideas on how to make that button active so a credit card payment can be triggered for the invoice amount?

 

Have you selected credit card as the payment method for the invoice?

[robertjt]

Have you selected credit card as the payment method for the invoice?

 

 

The only option for payment method that I have is my gateway (PayPal). The "Add a Payment" tab shows payment methods of "none" and my gateway. The "Options" tab shows a payment method for the gateway only. The summary tab lists the gateway at the upper right corner with the "Attempt Payment" option grayed out. I was able to trigger an email to the client of the invoice marked as "unpaid", but not charge the client's credit card via the gateway.

[WHMCS John]

If the only payment gateway you're using is PayPal then you can't charge client's credit card. They need to click the PayPal button on the invoice to submit payment.

Please ensure you've enabled PayPal for your product groups under Setup > Products/Services > Edit Group.