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Help with automatic billing


scw

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Hello!

I am new to WHMCS and could use a bit of guidance in this area ;)

I host a very small amount of sites for local clients (less than 30), and would

like to establish automatic billing (e.g., quarterly or yearly) with the client's CC's

which they provide to me either via phone or in person - not on my website.

It doesn't appear that setting-up a merchant account and gateway would be a

cost-effective solution (given the amount of accounts).

Can someone please provide the best (cost-effective and simple) approach to accomplish auto-billing with or without a gateway?

Thank you!

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Your problem is not whmcs, is your gateway that let you take payment by phone or person, after that whmcs will be useful

 

Thank you for the reply.

I think I am figuring this out... in my case, where I want to enter customer CC myself as opposed through my website, then do so through a gateway - maybe with virtual terminal mode? Then use WHMCS to keep track of client details, invoicing, etc. - things like that - correct?

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Thank you for the reply.

I think I am figuring this out... in my case, where I want to enter customer CC myself as opposed through my website, then do so through a gateway - maybe with virtual terminal mode? Then use WHMCS to keep track of client details, invoicing, etc. - things like that - correct?

 

That's correct - the gateway handles your transactions and WHMCS handles everything else (as well as your transactions, but it needs a gateway to work with).

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Thank you for the reply.

I think I am figuring this out... in my case, where I want to enter customer CC myself as opposed through my website, then do so through a gateway - maybe with virtual terminal mode? Then use WHMCS to keep track of client details, invoicing, etc. - things like that - correct?

 

yes you can do this, but even using a virtual terminal and taking cc over the phone or in person you will still be charged by your merchant service provider the same costs as if payment were taken over your website.

 

its easy to set up a payment gateway in WHMCS and to take cc all you will need for your host is a dedicated IP (depending on host but these can be from $1(70p) a month) and then an ssl which can be purchased from many ssl providers such as namecheap from $9 (£4) a yr

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