markcrobinson1 Posted March 1, 2016 Share Posted March 1, 2016 My customers are automatically charged for web hosting, but when I manually invoice for web design work, I need them to approve the charge. If their payment type is set to "Pay by credit card" does it automatically charge them when I invoice something, or do they have to pay it manually? 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted March 4, 2016 WHMCS Support Manager Share Posted March 4, 2016 Hi, Assuming you're using a merchant payment gateway type and the client has a credit card on file, then yes the payment will be taken from their card automatically on the invoice due date. In this situation I suggest the quotes system. That way clients can review the price, accept it, and then staff can generate an invoice by clicking the "Convert to Invoice" button on the quote. This will then generate an invoice which will charge the client's card. http://docs.whmcs.com/Quotes 0 Quote Link to comment Share on other sites More sharing options...
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